Speaker for March 5 Meeting will be Barbara Pope: "Senior Crime Prevention"

Our speaker on March 5 will be Barbara Pope, Vice President and Branch Manager, American First National Bank in Henderson. Ms. Pope will provide some history about American First National Bank –what it means to be a Community bank, what makes them different. AFNB is an Asian-American owned National Bank with assets of $1.904 billion at the end of 2019 with full FDIC insurance, headquartered in Houston. AFNB’s mission is “to become the leading Asian-American owned financial institution within the United States”.  

Ms. Pope will cover “Senior Crime Prevention: Recognize and reduce the risk of elder financial exploitation”.

  • What is Elder Financial Exploitation
  • Common Examples of Financial Exploitation
  • Safeguards to protect yourself from exploitation
  • Abuse by caregivers/in home helpers
  • Investment Fraud
  • Telephone scams & other types of fraud seniors are subject to

 And there will be a very different surprise! Ms. Pope will bring some “Lucky Money” giveaways.  In celebration of the 2020 Year of the Rat Chinese Lunar New Year, the newest addition to the Lucky Money Collection was announced --- 2020 Year of the Rat Lucky 8’s Serial Number Banknotes. The Year of the Rat 2020 product is designed with Decorative Chinese Symbolism and packaged in a Symbolic Red Folder adorned in Full-Color. Each folder contains an uncirculated Genuine Legal Tender United States Banknote. This features an uncirculated $1 Federal Reserve note with serial numbers containing the numbers “88."

The meeting will begin at 7:00pm in the Delaware Room at Anthem Center.

Speaker for February 6 Meeting was JEFFREY C. BOYCE, J.D., LL.M.

Our February 6 speaker was JEFFREY C. BOYCE, J.D., LL.M.  Mr. Boyce's topic was WILLS AND TRUSTS, updating us on recent changes in the rules and regulations affecting these important documents.   

Mr. Boyce received his undergraduate degree at Utah State University, magna cum laude, in 1993.  He received his Juris Doctorate (J.D.) from Brigham Young University, cum laude, in 1996 and a Master of Law in Taxation (LL.M.) from New York University School of Law in 1997.  He has received an “AV” rating by Martindale-Hubbell, the highest professional rating for an attorney.  Mr. Boyce’s law practice is limited to estate planning, probate, business planning and taxation.  In addition to his law practice, his prior work experience includes being a Vice President and Regional Trust Manager for Wells Fargo Bank, working for the Internal Revenue Service and for the United States Senate Judiciary Committee.  Mr. Boyce is licensed to practice law in Nevada and Utah, and has been admitted to practice before the United States Tax Court.  He is a current or former member of the American Bar Association, Clark County Bar Association, and the Southern Nevada Estate Planning Council.  Mr. Boyce has worked with numerous charities or nonprofit organizations in southern Nevada, including the Planned Giving Committee for Vegas PBS and the UNLV Foundation.  Mr. Boyce received the 1999 Charitable Planner of the Year award from the University of Nevada Las Vegas Foundation.  Further, Mr. Boyce was selected by Vegas, Inc. magazine as a 2013 top lawyer for Las Vegas, Nevada; and selected by peers to the Super Lawyers of the 2014 Mountain States Super Lawyers list.

Congratulations to our “Guess the Dow” winners

Congratulations to our “Guess the Dow” winners for the Dow closing on 12-31-19!

  • First place ($50 gift certificate) – Lennette Horton  
  • Second place ($25 gift certificate) – Bob Warner  
  • Third place ($25 gift certificate) – John Paul  

Next Financial Club Breakfast Meeting on February 17, 2020

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Breakfast meeting

The Financial Club breakfast meetings are held on the third Monday of each month at 9:00am in the Arlington Room at Anthem Center.  The subject for the February 17 meeting will be “Real Estate Investment Trusts (REITs).  Are they a good choice for retirees' portfolios?” The March 16 meeting topic will be "Cyber Security".  Recent meetings covered Wills & Trusts, Exchange Traded Funds (ETFs), Travel Tips, Cable/Direct/Sling TV, Credit Cards, Life After Anthem, Travel Insurance, and Pre-Paid Funerals.  All meetings have been well attended with lively and informative discussions. We enjoy coffee and donuts as we discuss a preselected topic. For more information, contact John Michel at Michel.JohnF@gmail.com.  

Financial Club Officers for 2020

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AFC 2020 Officers Treasurer Ken Adrian, Secretary Larry Jensen and President Lennette Horton VP Ira Adler missing

AFC Officers were elected at the November 13 membership meeting: 

President                     Lennette Horton

Vice President             Ira Adler

Treasurer                     Ken Adrian

Secretary                     Larry Jensen

Many thanks to you for stepping up to lead our great Club!  

Photo above shows your Anthem Financial Club Officers for 2020: Treasurer Ken Adrian, Secretary Larry Jensen and President Lennette Horton (VP Ira Adler missing)