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Dec 05, 2023 8:00 AM - 9:00 AM
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Dec 06, 2023 6:00 PM
VOCATIONAL MIXER, formerly known as Vocational/Avocational Happy Hour
Wednesday, December 6th, 6:00 to 7:30 p.m., The District Edina, 7777 Washington Ave, Suite 201, Edina MN 55439. Cost to attend is a $10.00 food/$20 for food and beverages.
Our speaker will be Stephen Carlton, PPC, Owner, CEO & President of Carlton Investment Services Group. He helps his clients pursue their goals by planning for the future and managing assets from their 20's through their retirement years. His investment strategy focuses on long-term, well diversified investment programs. His clients range from young professionals and families to high net worth individuals, including business owners and retirees. Steve is a member of the Edina Rotary Club.
Steve Carlton is the CEO and President of Carlton Investment Services Group, LLC. A Registered Representative since 1990, Steve excels at providing his clients with prudent financial planning advice, providing tax deduction techniques, insurance services, retirement services and estate planning. As an independent Registered Representative, Steve is free to choose the investments and insurance products that are best suited to meet his clients' needs.
He helps his clients pursue their goals by planning for the future and managing assets from their 20's through their retirement years. He likes to meet with his clients at least once per year to make sure they remain on target for their financial goals. Steve says the most rewarding part of his practice is educating clients about different investments and how they can benefit from them. His investment strategy focuses on long-term, well diversified investment programs. His clients range from young professionals and families to high net worth individuals, including business owners and retirees.
Steve is a retirement plan specialist, and he enjoys setting up companies with a quality retirement plan or 401(k). In 2013 he earned his PPC (Professional Plan Consultant) designation. Retirement plan sponsors need a service provider professional to help them navigate the legal and regulatory landscape, implement an efficient process for plan administration, and to help plan participants achieve their retirement goals. The PPC Designation demonstrates you have the knowledge and ability to provide these services at the highest level. As a 3(21) Fiduciary, Steve is able to give advice to the plan sponsor as well as the plan employees.
Since 2010, Steve has been honored annually by being named a Five Star Wealth Manager, www.fivestarprofessional.com/wmresearch. In the Twin Cities, only the top 7% of financial professionals earn this award. The FIVE STAR: Best in client satisfaction Wealth Managers evaluation process is designed to identify wealth managers in a local market that score highest in client satisfaction. Wealth Managers are rated by their customers and financial service professionals based on service, integrity, knowledge, communications, value for fees charged, meeting financial objectives, post-sale service, quality of recommendations and over-all satisfaction.
In addition to being named a Five Star Wealth Manager, Steve has also been honored consistently by Independent Financial Group as one of their Elite Advisors.
Steve graduated from the University of Wisconsin-Madison in 1989 with a Bachelor’s Degree in Sociology. He feels that a good financial advisor needs to understand people and their needs.
Outside of the office he volunteers his time as a Board Member of the MN Council of Trout Unlimited. TU is the leading conservation organization for coldwater fisheries, www.tu.org. His favorite hobbies include fly fishing, fly tying, teaching others fly fishing, skiing, camping and traveling. He also loves attending sporting events and cheering on the University of Wisconsin Badgers. He is married to Amy Carlton, and they have a teenage daughter named Quinn.
Steve can be reached via e-mail at steve@investcarlton.com.
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Children's Hospitals on Minnesota
Dec 12, 2023
Emily Chapman, MD, oversees quality and safety, education and research, and supports the Children’s Minnesota employed and independent clinicians of the professional staff. She continues clinical practice as a pediatric hospitalist in the Children’s Hospital Medicine Program which she led for six years through its development and expansion. Additionally, Dr. Chapman is devoted to Medical Education having served as Associate Director of Medical Education at Children’s and Associate Program Director of the Pediatric Residency Program at the University of Minnesota where she holds an appointment as Assistant Professor in the Department of Pediatrics. Dr. Chapman trained at Dartmouth Medical School and the University of Minnesota. After residency, she practiced general pediatrics as an owner and President of the Wayzata Children’s Clinic outside the Twin Cities. Dr. Chapman speaks locally and regionally on topics including clinical care, cognitive error, leadership and program development. |
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Special Olympics
Dec 19, 2023
Sports are a powerful tool. They provide growth in self-esteem, social skills, physical fitness and leadership. But most importantly, sports give people the chance to be included and build relationships and friendships that last a lifetime. With sports as the driving force, Special Olympics Minnesota has been leading the charge on making Minnesota more inclusive for people with intellectual disabilities. Our mission is to create a new world of inclusion and acceptance for people with intellectual disabilities. We do this by providing year-round sports training and athletic competitions, inclusive healthcare programs, leadership and advocacy training, and inclusive school programs. |
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Dec 26, 2023
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Jan 02, 2024
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Our Rotary District Governor
Jan 09, 2024
Jewelie has been a member of the Minneapolis City of Lakes Rotary Club since 2005 and is also an associate member of the Rotary eClub of Global Travelers. Jewelie is honored to be the 2023-24 District Governor for Rotary District 5950. She loves being a Rotarian because it gives her the opportunity to travel, develop friendships and make a difference in the world.
Jewelie is a 15+ year Rotarian who served as club president in 2019-20, District 5950 secretary (2013-15), Assistant Governor for Area 1 (2017-19), District trainer (2020) and spent the last 3 years preparing for her District Governor (DG) role working closely with the line. Jewelie enjoys collaboration and learning about Rotary through others.
Jewelie is an employment and employee benefits attorney with several decades of experience working in Fortune 100 companies, large law firms and a large nonprofit organization. In 2019 (right before COVID – not the best timing) Jewelie opened her own law firm and provides practical legal and business advice to companies and nonprofit organizations. When not working or doing Rotary stuff, Jewelie loves to read, spend time with family and friends, and travel – her most exciting trips have been hiking Mt. Kilimanjaro and cruising to Antarctica. |
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Housing Stability
Jan 16, 2024
Twenty years’ non-profit and public sector experience including eighteen years in management and leadership positions. I have led programs in the UK, US and Cambodia through periods of significant growth and change, bringing in new funding in the fields of homelessness, youth empowerment and education. |
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2023-24 Hubert Humphrey Fellow
Jan 23, 2024
Iryna Drobovych is a civil society leader in Ukraine and advocate for gender equality and democracy. She is advising the non-profit Ukrainian Women's Congress on building national and international partnerships and on advocacy related to gender and public policy. I'm advocating for women’s rights and leadership in the context of Russia’s war on Ukraine. Previously, Iryna served as a Government Relations Advisor with the Kyiv Security Forum and Open Ukraine Foundation (2016-2019) and as an Executive Assistant to the Prime Minister of Ukraine (2014-2016). She holds a BA in International Relations (2008) and an MA in International Strategies and Security (2010). |
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Onward Eden Prairie
Jan 30, 2024
About Onward Eden Prairie (from Eden Prairie Local News) A few years ago, a young woman in Eden Prairie experienced homelessness. Because of the time and effort it took to find a safe place to live, it was difficult for her to find work and complete her professional training to become a nurse. With the organization’s help, she was able to complete her nursing degree, secure employment in the field, and eventually transition to independent housing. About Tricia Wright (from Tricia Wright's Linked In page) Ever since I could work, I’ve worked in roles where I have had a deep impact on my community. Over the past decade, I’ve explored different ways of creating change — through political organizing, AmeriCorps, nonprofit work, consulting with mission-driven organizations and companies, and getting a graduate degree in business. I established Tricia Wright Consulting to continue creating change in my community through partnering with nonprofits and social enterprises and utilizing my business knowledge to help them grow. |
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