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January Membership Meeting
January 13 @ 7:00 pm - 9:00 pm
Educational – Shamrock Financial Services
Seamus Caulfield is the President of Shamrock Financial Services and brings over 25 years of experience in the financial services industry. He specializes in tailoring investment strategies to meet his clients’ unique needs and goals. Seamus began his career in 1993 on Wall Street as a stockbroker with Smith Barney. He was later recruited by UBS/PaineWebber, where he gained valuable insights into the industry and discovered the profound impact he could have on people’s lives by addressing their financial needs.
New Business:
○ Member of the Year
○ Agents Night.
○ Superbowl.
○ St. Patrick’s Day sashes.
○ Wheelchair Sports Donation.
○ NY Irish Center Donation.
○ Visit to the Irish Aisling Center tentative date Wednesday January 22, 2025.
○ Scholarship night requirements: you must attend Agents Night, Vendors Night,