Wealthquest, Joe Richmond, and Steve King are proud to support the Rotary Club of Cincinnati as they celebrate their 10th anniversary.
Are you interested in reducing your income taxes? There is still time to shelter profits from 2016 and look for savings in 2017, but changes generally need to be made by December 1 for the upcoming year. New DOL regulations are coming for Retirement Plans and tax rates may be on the rise. Ask your accountant to call Wealthquest for a complimentary review of your 401(k), profit sharing, or pension plan. Bring Fortune 500 qualified plan expertise to your company for a Rotary price.
Wealthquest was founded in 2006 on the principal of bringing tax prep (CPA), investment advice (CFA), and financial planning (CFP) to Cincinnati families for one simple affordable rate. Their one-stop shop approach has been a big part of their success. They expanded the mission to include the needs of small businesses and their 401(k)s and pension plans.
Claude Davis is the Chief Executive Officer and a member of the Board of Directors of First Financial Bancorp. He is also Chief Executive Officer and Chairman of the Board of Bancorp's lead bank, First Financial Bank. First Financial is an $8.2 billion dollar bank headquartered in Cincinnati, Ohio with operations in Ohio, Indiana, and Kentucky. With over 100 offices and 1,400 employees, First Financial provides banking and financial services through its four lines of business: commercial, consumer, wealth management and mortgage.
And Indiana native, Davis earned his bachelor's degree in accounting at Butler University in Indianapolis.
In 2013, Davis was elected to the Federal Reserve Bank of Cleveland's Board of Directors. He is also a member of the American Bankers Council, the Cincinnati Business Committee, the Commercial Club of Cincinnati and the World Presidents Organization, Indiana Chapter.
Davis is a 2015 recipient of the West Chester Liberty Chamber Alliance Everest Award for having a significant positive impact on business, the community and quality of life within the I-75 Growth Corridor. He was also selected Ernst & Young's Entrepreneur of the Year in 2009, an award recognizing South Central Ohio and Kentucky's best innovators and visionary thinkers in the financial services category.
Davis and his wife, Sara, reside in Greater Cincinnati and are the parents of a son and a daughter.
*This will be a special Prospective Member Luncheon, where all pre-registered prospective members can attend for only $10.00! Please register your prospect online HERE, via phone by calling the Rotary Club office at 513-421-1080 or email us at firstname.lastname@example.org no later than Tuesday, November 8, 2016, at 4:00 p.m.
LOCATION: Hall of Mirrors
MENU: Asian wonton salad with sesame ginger vinaigrette; seared salmon, chive and sweet corn risotto, asparagus & mirin glaze; and chocolate chip cheesecake. ALTERNATE MENU: Crispy tofu, roasted fingerlings, haricot vert, & soy butter sauce OR Grilled chicken Caesar salad.
Meetings This Week:
1:30 p.m. New Member Project Committee - Boardroom 3, Mezzanine Level
1:30 p.m. Board of Directors Meeting - Salons B/C, 4th Floor
2016 Member Anniversaries (with 5 year increments): NOVEMBER Steve Drefahl - 5 Years!
Ed Haberer - 15 Years!
Hands-On Service Projects Ronald McDonald House - Tuesday, November 15, 2016 Through the combined efforts of our Club's volunteers and our Foundation, Cincinnati Rotary sponsors three dinners each year at Cincinnati's Ronald McDonald House. Our next dinner service at RMH is scheduled for Tuesday, November 15, 2016. Volunteers are needed between the hours of 4:00 - 8:00 p.m., for food prep, serving the guest families, and clean-up afterwards. Come early (4:00-6:00 p.m.) or come later (6:00-8:00 p.m.) or work the whole time. It's a great opportunity for those of you who have not yet experienced how wonderfully unique our Ronald McDonald House is. To volunteer, please contact Project Captain, Jim Brooks at 513-252-6776 or email@example.com.
Vision Screening - Thanksgiving, Thursday, November 24, 2016
We will again need volunteers for this year's Vision Screening project at Duke Energy Convention Center on Thanksgiving Day. The hours will be from 9:00 a.m. to 2:00 p.m. and we will need volunteers in one to two hour time slots. Family members are also welcome to volunteer. To volunteer please contact Project Captain, Shirley Love at 513-257-7588 firstname.lastname@example.org.
District Point Match of 50,000 Points to Support the RI Foundation At Trilogy on September 7, 2016, the District Rotary Foundation Chair announced that the District will match contributions made to the RI Foundation from now until November 30, 2016. The District is delighted to be able to make this match once again this year. It is especially timely in view of our Centennial for the RI Foundation. The total point match will be 50,000. For a new Paul Harris Fellow (PHF) with no prior contribution, a $500 donation to the RI Foundation and a point match of 500, will result in a PHF award. The minimum match is 100 points for $100. Checks should be made payable to the Rotary Foundation and sent to: Frank H. Scott, TRF District 6670 Chair c/o Laura Erbaugh, Rotary Club of Dayton, 40 South Perry St, Suite 110, Dayton, OH 45402.
Condon School Holiday Party &Angel Gift Tree The Condon School Holiday Party will be Tuesday, December 6, 2016, 12:30-3:00 p.m. The Angel Gift Tree will be available November 10th & 17th at the Rotary meetings and wrapped gifts need to be returned to the Rotary Office by Wednesday, November 23rd. Please consider signing out a tag (or 2 or 3) to purchase gifts for these very special children! You are also welcome to make a donation toward the purchase of gifts & the party. If you have any questions, please contact committee co-chairs Vince Hartmann (email@example.com) or Sherrie Mathis (firstname.lastname@example.org).
New Website Feature You can now view pictures taken at Rotary events by John Fahrmeier on our website.Click on the event date on the calendar to view the photos.Click on individual photos to view a larger version.These photos can also be viewed on our public Facebook page.If you haven't done so already, please click HERE to visit the Facebook page,"Like" it and rate it 5 stars (hopefully).
Coming up next week! PROGRAM: Firefighter Appreciation Day LOCATION: Pavilion MENU: Kale salad, shaved apples, cornbread croutons, & golden raisins with creamy lemon vinaigrette; sliced roasted turkey, traditional stuffing, green beans & cranberries; and pumpkin cake with cream cheese frosting. ALTERNATE MENU: Crispy feta, traditional stuffing, green beans & cranberries OR Grilled chicken Caesar salad.
Vision: A second century of engaged leaders making an impact on our club, community and the world.
Mission: Providing selfless service in the community and the world through involved and engaged members.