Early Birds: Early birds today were Bob Alexander, Todd Anderson and guest john Winston.
Call to Order: Craig Blixrud called the meeting to order.
Honorary Members: Karen Holtmeier, Bob Alexander, and Dick Nelson were in attendance today.
Guests: John Winston came today as a guest of Tony Rubin.
Announcements
- We need a President, Vice President, and Board members for the club starting in the January thru June 2022 term. Interested? Contact Past President Jon.
- 2022 Craft Talk dates are available. Sign up with Craig Blixrud.
- 2022 Rosters are available to be picked up.
- Please bring a friend to a craft talk.
Business Networking: None today
Business Exchange:
Pot of Gold: Julius Webster was the owner of the 5th card drawn by Tony Rubin.
Craft Talk:
Todd Anderson introduced today’s craft speaker, Tony Rubin. Tony is the father of two sons and lives in Edina. He is a big hockey fan/parent. Recently he was diagnosed with a torn meniscus from playing knee hockey.
Tony and his partner, Jim Rudin along with a great team provide financial services to clients across a broad spectrum of those looking to create wealth and those looking to manage their wealth. Using a LIMIT approach to determine their needs (Longevity, Inflation, Market risk, Interest Rate risk, Tail event risk) and risk level, they tailor a financial plan for their clients.
Tony briefly went over 50+ areas they consider in developing a financial plan as well as how various market segments have performed over time.
A couple of other items discussed were 1) Individual stocks are where the opportunities are for 2X and 3X growth as opposed to mutual funds, and 2) A very large number of adults have never lived in a time of great inflation.
Give Tony a call to discuss your financial needs and how Rudin and Rubin can help you.
Registration by text, email, voice, or snail mail to Tony Rubin is appreciated at 612-810-1474 or tony.rubin@wellsfargoadvisors.com
Looking ahead
March 23 Electronic Design
March 30 No Meeting on the 5th Wednesday
April 6 Solomon Strategies Group @ECC
April 13 Palm Commercial Brokerage