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WEALTH INVESTMENT GROUP

Sunday, August 27, 2000

A G E N D A

  1. Review Minutes of July 30, 2000

  2. Bank Account (Yonkers Savings Bank)
    a) Financial Statement

  3. Bounced Checks)
    a) $15.00 from Yonkers Savings
    b) $20.00 from Collection Agency (affiliated with Yonkers Savings)
    c) $ ? from your Bank
    d) $10.00 reimbursement to Wealth Investment Group’s account)
    e) $15.00 late fee to Wealth Investment Group

  4. Discuss Diversification (What do we mean?)
    (stocks, mutual funds, liens, real estate, bonds, etc.)

  5. Fund Raiser (Dance Function) ?

  6. Chart by Lee - Benefits of Full and Discount Broker
    a) Prepare a list of questions for Full Discount Broker

  7. NAIC Education

  8. New Business