History
On March 21st, 1924 this was created in order to help diversify one's investment holdings.
What is a mutual fund?
This service would be recommended when you hear someone say, "I tweaked my back."
What is a massage?
These are a small piece of ownership in a company. As the value of the company grows so does your ownership.
What is a stock?
This account is used for higher education and can be tax free if used for school expenses only.
What is a 529?
Send your referral to EE to receive this service that will provide deep relaxation, boost their immune system, lower inflammation and pain, while stimulating the lymphatic system.
What is Aromatouch Technique?
The president that who started the Social Security program.
Who is Franklin D Roosevelt?
A large sum of money that is usually received unexpectedly and passed on to another. Often referred as “generational wealth transfer”
What is an inheritance?
This tech giant has about $2 Trillion in market capitalization and has about 5% of the total stock market capitalization.
Who is Apple?
You want to reward someone for a job well done after graduating from school so you send them to EE with this in order to buy products or a relaxing service.
What is a gift certificate?
Send your friend to EE for this treatment when they desire to cleanse and exfoliate their dead skin cells.
What is a facial?
This individual retirement account was established in 1997 as a part of the taxpayer relief act and named after a senator. It also allows a person to set aside after-tax income up to a specified amount each year. Both earnings on the account and withdrawals are tax free after the appropriate age is reached.
What is a Roth IRA?
This service would be recommended when you hear someone say, "I'm really nervous about the stock market and would like a second opinion on my investments”
What is a portfolio analysis?
The local business that owns non-invasive technology to provide a 90 day customized nutritional report
Who is EE?
This bundled package of services makes an amazing gift for any occasion to show how much you care for them.
What is a Spa Package?
Send your referral to EJ for this service when they are worried about their investments.
What is a Financial Review?
The first all inclusive location introduced first by Elizabeth Arden in the Manhattan area in 1910. The services included were bodywork, skincare, and nails.
What is the first Day Spa?
The test you recommend when you hear someone say, "I'm really worried about my immune system and this upcoming flu/Covid season." Also known as getting a nutritional report at EE.
What is a Hair Scan?
This is considered possibly the oldest form of medical care that dates back to ancient Egypt. Illustrations of this can be found on Egyptian tombs.
What is massage therapy?
This act of combining Financial Planning, Estate Planning, and Family Legacy planning creates financial security for multiple generations.
What is long term wealth preservation?
This BNI member represents the ideal referral for both EE and EJ because his spouse wants to receive prenatal massage and they need to open a 529 account for their daughter once she gets her SSN.
Who is Scott Hunt?
May 17, 1792, on the corner of Wall Street and Broadway, this opened.
When was the stock market created?
This is the place you would send someone that says, "I'm stressed about the election", to receive financial or physical health and well being.
What is EE or EJ?
Under the U.S. legal system, this duty is a legal term describing the relationship between two parties that obligates one to act solely in the interest of the other.
What is a Fiduciary?
This is the age at which you can withdraw funds out of your retirements accounts penalty free.
What is 59 1/2 years old?
Score major brownie points when you signup your partner for this monthly subscription at EE.
What is a Spa Membership?