05/26/2022
Synergy Notes, 05-26-2022
Chris Fredrickson - Pak Mail β shipping expert. They have shipped a variety of items this week; from a rusty grill for a Ford vehicle to a grandmotherβs china and other auction items. They will pack it, ship it, crate it and freight it.
Trisha Cornwell - ESG Professional Accountants β accountant. (Madeline Smith, substitute) They support payroll operations, and are assisting with enrollment for employee benefits.
Mary Bortz, Fusion Edge Photography β photographer. Mary is scheduling family pictures, so recommend her to your family or co-workers.
Larry Ross, Ross Elite Home Inspections β home inspector. Keep safety in mind as you are purchasing a new home. Larry also completes mold and radon testing.
Steve Schroeder, Skogman Realty β realtor. Steve specializes in residential real estate. The market is still good, but you need to price your home to sell. List your home at the market price and be certain to clean and de-clutter it.
John Morgan, Elite Wealth Advisors β financial advisor. A professional investment advisor will give you a list of choices and you can then watch those choices increase in value. John will show you where to purchase, how to purchase and how to make it work. He is available for questions throughout the process.
Amber Henline, Salveo - self-care studio. Amber is a massage therapist and certified coach. She is excited to offer a summer accountability program, starting June 6th and running through August. She will share a coaching app on your phone featuring customized and specific activities for each individual to meet daily goals in order to attain a healthy state. The cost is $180 plus a workout fee. There are 12 total spots, with six or seven still available.
Mark Baumann, American Specialties β promotional products. Mark can do laser work, screen-printing and trophies and awards. In the world of calendars, if you order 2023 calendars before the end of June, you will receive 25% off last yearβs price.
Marcia Baumann, Farmers State Bank β mortgage and consumer lender. While home mortgage rates have increased, Farmers State Bank is offering a home equity line of credit special with an interest rate of 3.50% for a credit score over 700 and a loan to value ratio of up to 85%.
Amy Moore, Park Lane Jewelry β jewelry consultant. Amy showed some new summer collection items. A special starts today, when you put $90 in your cart, you get a bonus item for $40, then you get a free item valued up to $100. No one pays full price at Park Lane Jewelry.
Lisa Huggins, Neighbor Insurance β insurance agent. Lisa can write insurance for autos, home, personal lines, wave runners, boats, golf carts, pull behind and driving campers, liability and umbrella policies. Liability covers home, auto and other vehicles if entertaining and guests drive home, you may need coverage. Umbrella policies cover a teenage driver, swimming pool liabilities and guns, in case you shoot an intruder. Commercial lines include general liability, equipment and property.
Dr. Chris Smith, Chiropractic Clinic of Iowa β chiropractor. With this fantastic weather, people are working outside, slinging bags of mulch and other lawncare products. If you are feeling aches and pains from too much outdoor activity, see Dr. Chris.
Todd Neighbor, Cedar Valley Physical Therapy β outpatient physical therapy clinic. Todd has now completed dry needling certification, which is different from acupuncture. With acupuncture, the technician uses many needles, with dry needling, there are fewer side effects and this will manage the musculoskeletal and nervous system. If you have musculoskeletal injuries, come to Cedar Valley to see if treatment is appropriate.
Kevin Bullard, All Tune L**e β car care expert. They are repairing many brakes and tires, along with wheel alignments and suspension work. Work is scheduled three to four days out.
Ranae Juhl, Bankers Trust β commercial lender. Ranae wants to dispel the myth that you cannot have a conversation with your commercial lender. Ninety percent of what she does is consultative work. She will perform debt capacity analysis, versus earnings over a period. You need to receive this service from your commercial lender, in partnership with your attorney, accountant and insurance agent.
Andy Schaul, Andy's Lawncare β lawncare specialist. Andy has received multiple calls from customers who need mowing done since they have received a notice from the city. He will take care of all lawncare needs.
Eric Langston, Aegis Law Office - attorney. Eric is a general civil practitioner and does work for business, real estate, contract negotiation, wills and trusts.
Mike Ferguson, Consultexes LLC - speaker today.
Officer Reports
Vice President β Lisa Huggins
Leads for month and year to date 16/315
Return on investment for month and year to date $27,786/$107,821
Face to Face for month and year to date 1/57
Guests for month and year to date 1/19
Secretary/Treasurer β Marcia Baumann
Speaker Rotation β
06/02 Mary Bortz
06/09 Elections
06/16 Steve Gilbert
06/23 Amber Henline
06/30 Larry Ross
07/07 Kevin Bullard
07/14 Marcia Baumann
07/21 Trisha Cornwell
Other Business
Drinks After Work, Wednesday, June 1, 5:30 p.m., 30hop, 951 Blairs Ferry Road NE, Cedar Rapids
Q2 Speed Networking, Thursday, June 2, 8:30 a.m. to 9:30 a.m., Cedar Rapids Metro Economic Alliance, 501 First Street SE, Cedar Rapids
Network Education, Chris Fredrickson β Over Memorial Day weekend, if you are attending a picnic or other event, there is always an opportunity to network. Listen to others as they speak about their business and you can share information about your business.