June 2024 - Ria - Worxco List Serve

Re: RIA Committee Call tomorrow
by Bert Savage 07 Jun '24

07 Jun '24

Hi all, I do have some IA agreements but I am out of the office this week, so I will send them to Dave early next week. Also, I will be missing today’s call. Robert Savage, Esq. Savage Villoch Law, PLLC 400 North Florida Street Suite 2820 Tampa, FL 33602 www.savagelaw.us ________________________________ From: Dave Neuman via Ria <ria(a)mail.piaba.org> Sent: Thursday, June 6, 2024 9:19:11 PM To: Leonard Steiner <ls(a)steinerlibo.com> Cc: ria(a)mail.piaba.org <ria(a)mail.piaba.org> Subject: [RIA] Re: RIA Committee Call tomorrow EXTERNAL EMAIL I'm sorry everyone, my last email contained a mistake. Lenny, thanks for catching my error. The meetings are held the first FRIDAY of each month, not Monday. The meeting is tomorrow, Friday, June 7 at 12:00 pm Eastern/11:00 am Central/10:00 am Mountain/9:00 am Pacific. Dave David Neuman, Esq. Israels & Neuman, PLC 506 Second Avenue, Suite 1400 Seattle, WA 98104 206-795-5798 dave(a)israelsneuman.com<mailto:dave@israelsneuman.com> This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, forwarded or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by email or telephone, delete the material from your computer and destroy any printed copies. On Thu, Jun 6, 2024 at 3:52 PM Leonard Steiner <ls(a)steinerlibo.com<mailto:ls@steinerlibo.com>> wrote: Also, I think you meant the first Friday. Or is our call on Monday? Lenny Leonard Steiner STEINER & LIBO PROFESSIONAL CORPORATION 11845 W. Olympic Boulevard, Suite 910W Los Angeles, CA 90064 310-273-7778 (Tel.) 310-273-7679 (Fax) 310-702-1675 (Cell) From: Dave Neuman via Ria <ria(a)mail.piaba.org<mailto:ria@mail.piaba.org>> Sent: Thursday, June 6, 2024 3:28 PM To: ria(a)mail.piaba.org<mailto:ria@mail.piaba.org> Subject: [RIA] RIA Committee Call tomorrow Hey everyone - tomorrow is the first Monday of the month, so we have another RIA Committee meeting at 12:00 pm Eastern/11:00 am Central/10:00 am Mountain/9:00 am Pacific. We will continue our discussion from a couple weeks ago, which is to gather info from specific members who responded to our AAA Consumer v. Commercial survey. Please join the meeting at link below: Join Zoom Meeting https://us06web.zoom.us/j/92857961738?pwd=M0RWOHBMT0x0TUJBQTVib2xHQXZ5QT09<https://linklock.titanhq.com/analyse?url=https%3A%2F%2Fus06web.zoom.us%2Fj%…> Meeting ID: 928 5796 1738 Passcode: 075712 Thanks, Dave David Neuman, Esq. Israels & Neuman, PLC 506 Second Avenue, Suite 1400 Seattle, WA 98104 206-795-5798 dave(a)israelsneuman.com<mailto:dave@israelsneuman.com> This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, forwarded or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by email or telephone, delete the material from your computer and destroy any printed copies.

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Re: RIA Committee Call tomorrow
by Leonard Steiner 06 Jun '24

06 Jun '24

Also, I think you meant the first Friday. Or is our call on Monday? Lenny Leonard Steiner STEINER & LIBO PROFESSIONAL CORPORATION 11845 W. Olympic Boulevard, Suite 910W Los Angeles, CA 90064 310-273-7778 (Tel.) 310-273-7679 (Fax) 310-702-1675 (Cell) From: Dave Neuman via Ria <ria(a)mail.piaba.org> Sent: Thursday, June 6, 2024 3:28 PM To: ria(a)mail.piaba.org Subject: [RIA] RIA Committee Call tomorrow Hey everyone - tomorrow is the first Monday of the month, so we have another RIA Committee meeting at 12:00 pm Eastern/11:00 am Central/10:00 am Mountain/9:00 am Pacific. We will continue our discussion from a couple weeks ago, which is to gather info from specific members who responded to our AAA Consumer v. Commercial survey. Please join the meeting at link below: Join Zoom Meeting https://us06web.zoom.us/j/92857961738?pwd=M0RWOHBMT0x0TUJBQTVib2xHQXZ5QT09<https://linklock.titanhq.com/analyse?url=https%3A%2F%2Fus06web.zoom.us%2Fj%…> Meeting ID: 928 5796 1738 Passcode: 075712 Thanks, Dave David Neuman, Esq. Israels & Neuman, PLC 506 Second Avenue, Suite 1400 Seattle, WA 98104 206-795-5798 dave(a)israelsneuman.com<mailto:dave@israelsneuman.com> This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, forwarded or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by email or telephone, delete the material from your computer and destroy any printed copies.

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Re: RIA Committee Call tomorrow
by Leonard Steiner 06 Jun '24

06 Jun '24

I called the two people whom I was assigned, and neither of them got back to me. Lenny Leonard Steiner STEINER & LIBO PROFESSIONAL CORPORATION 11845 W. Olympic Boulevard, Suite 910W Los Angeles, CA 90064 310-273-7778 (Tel.) 310-273-7679 (Fax) 310-702-1675 (Cell) From: Dave Neuman via Ria <ria(a)mail.piaba.org> Sent: Thursday, June 6, 2024 3:28 PM To: ria(a)mail.piaba.org Subject: [RIA] RIA Committee Call tomorrow Hey everyone - tomorrow is the first Monday of the month, so we have another RIA Committee meeting at 12:00 pm Eastern/11:00 am Central/10:00 am Mountain/9:00 am Pacific. We will continue our discussion from a couple weeks ago, which is to gather info from specific members who responded to our AAA Consumer v. Commercial survey. Please join the meeting at link below: Join Zoom Meeting https://us06web.zoom.us/j/92857961738?pwd=M0RWOHBMT0x0TUJBQTVib2xHQXZ5QT09<https://linklock.titanhq.com/analyse?url=https%3A%2F%2Fus06web.zoom.us%2Fj%…> Meeting ID: 928 5796 1738 Passcode: 075712 Thanks, Dave David Neuman, Esq. Israels & Neuman, PLC 506 Second Avenue, Suite 1400 Seattle, WA 98104 206-795-5798 dave(a)israelsneuman.com<mailto:dave@israelsneuman.com> This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, forwarded or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by email or telephone, delete the material from your computer and destroy any printed copies.

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RIA Committee Call tomorrow
by Dave Neuman 06 Jun '24

06 Jun '24

Hey everyone - tomorrow is the first Monday of the month, so we have another RIA Committee meeting at 12:00 pm Eastern/11:00 am Central/10:00 am Mountain/9:00 am Pacific. We will continue our discussion from a couple weeks ago, which is to gather info from specific members who responded to our AAA Consumer v. Commercial survey. Please join the meeting at link below: Join Zoom Meeting https://us06web.zoom.us/j/92857961738?pwd=M0RWOHBMT0x0TUJBQTVib2xHQXZ5QT09 Meeting ID: 928 5796 1738 Passcode: 075712 Thanks, Dave David Neuman, Esq. Israels & Neuman, PLC 506 Second Avenue, Suite 1400 Seattle, WA 98104 206-795-5798 dave(a)israelsneuman.com This message is intended only for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If the reader is not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are hereby notified that any dissemination, distribution, forwarded or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by email or telephone, delete the material from your computer and destroy any printed copies.

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