Table of Contents

• COMMITTEE REPORTS
  • MEMBERSHIP REPORT
  • SOCIAL REPORT
  • SPEAKER COORDINATOR REPORT
  • TREASURER REPORT
• LEADS
• BUSINESS SPOTLIGHT
• NOTABLE MENTIONS
• MAIN SPEAKER

Committee Reports

Membership Report
(Click here to go to the Membership page)

Nick Mawrenko visited our group again today.  He is a partner in a small payroll service company.  He reminded us that, unlike the larger payroll companies, his can offer personalized service by getting to know you and your business.  He can add value to your business while keeping you in compliance and out of trouble.  Click here to view part 1 of his application.

Mike Whalen posted part 1 of the membership application for Don LaBarge.  Because he provides vent cleaning services to restaurants, he would not gain leads by joining our group but Mike feels he would greatly benefit from the business information exchange.  Don Ellis uses his service and is working with Mike on this membership proposal.

Social Report
(Click here to go to the Social Event page)

Roger Carpenter would like to hold an open house on Saturday, August 13th.  He can only accommodate about 36 people so we will need to circulate a signup sheet.  He also invited members to a major tasting event going on next Saturday from 2pm-4pm at his location.  The cost is $25 per person. 

Speaker Coordinator Report
(Click here to go to the Speaker Schedule)

Main Speaker

• 07/15/05     Dave Lathrop
• 07/22/05     Mark Grant
• 07/29/05     Barbara Kollman
• 08/05/05     Paul Kavanaugh

Spotlight Speaker

• 07/15/05     Chris Curran
• 07/22/05     Andy Jensen
• 07/29/05     Jim Crossman
• 08/05/05     Mike Tanner

Treasurer Report

Everything is looking good.  The comment about being near bankruptcy was just a joke!  Please do not panic.

Leads Report

16-13, 20-34, 20-16, 20-13, 20-23, 20-27, 42-28, 32-15, 32-15, 32-17, 29-13, 18-12, 24-05, 10-42, 45-30, 50-30, 50-40, 50-02, 50-03, 50-41, 06-32, 06-34, 22-32, 22-44, 40-28.

This week's leads focus...

• Ralph Cunningham
• Christopher Curran
• Gus Dekavallas

Business Spotlight

Gary Nelson was today's Spotlight.  Things have been going nicely for his company.  His Eastside store is open and doing well.  So well, in fact, that he hired a manager to run things.  He also hired a manager for the 4 construction crews that he has out in the field.  They are expanding the kind of work that they do and creating a niche for themselves.  Gary is spending his time doing outside sales which he prefers (note the dressier attire) .  He is trying to spend more time selling to contractors as opposed to the direct user.  Its going reasonably well.   

Notable Mentions

Roman Okonowski suggested that the group discuss business succession plans.  He is interested in learning about what other members are doing with their businesses as they near semi or full retirement from them.  Jim Bache will add a group discussion date for this topic to the Speaker Schedule.

James E. Bache, P.C.
Attorney at Law

Jim has been an attorney since 1980.  He does estate planning (before death) and probate work (after death).

Jim is a native of the Phoenix area.  He has been married for 27 years.  He has two intelligent daughters that he is very proud of.  For fun Jim likes to fly small planes.  He flew his first solo at the age of 16 and got his license at 17.  I you want a thrill ride give him a call!

Jim passed out 3 handouts this morning...

• Wills, Trusts and Estates

• Steps to Take Before and After the Loss of a Spouse

• Sample Situations

While he went into great detail to explain how Arizona laws affect different situations, his speech was not intended to be legal advise.  Everyone's situation is unique.  The safest action to take is to talk to Jim.  He can review your particular situation and advise you on the best course of action to take. 

James Bache 5+ year member Member since February 2004

LAW - TRUST & ESTATE James E. Bache, P.C. - Attorney at Law 1811 South Alma School Road, #210, Mesa, AZ 85210-3004 Phone: (480) 345-8407 • Fax: (480) 820-1450 E-mail: jamesbache@azbar.org James E. Bache is a State Bar of Arizona Certified Specialist in Trust and Estate Law, providing estate planning and probate services for over 27 years, utilizing a variety of tools, including revocable trusts, irrevocable trusts, charitable trusts, wills, family limited partnerships, limited liability companies, health care directives and pre and post nuptial agreements. The firm also engages in inheritance litigation and other contested matters involving trusts and estates. Member - East Valley Estate Planning Council; East Valley Bar Association; and Kiwanis Club Tempe-Nuevo. Visit my Yellowbook page and watch my video to learn more...