Elkhart Rotary Club February 5 - John McSorley - Overview of America's Private Retirement System

Today we welcomed South Bend Rotary Club visiting Rotarian John F. McSorley, Managing Partner with Guidance Wealth, LLC. John presented "America’s Private Retirement System". John is the managing partner and a co-founder of Guidance Wealth, LLC, Guidance Investment Advisors, LLC, and is a partner and co-founder of Guidance Tax & Accounting, LLC.  He has worked in the financial services/risk management industry since 2001. John heads Guidance Wealth’s Qualified Plan Development, working both as an advisory representative and as a fiduciary consultant to ERISA plans. John has been the primary architect and developer of the Guidance Asset Allocation Model Service which offers participants an added level of assistance with selecting or designing an appropriate retirement plan portfolio.  In addition to passing the FINRA Series 7 and 66*, he holds the specific pension industry designations of QPFC (Qualified Plan Financial Consultant) through the American Society of Pension Professionals and Actuaries (ASPPA) and AIF® (Accredited Investment Fiduciary®) through fi360 and Center for Fiduciary Studies. ​John is a long-time resident of the Michiana area. Following his service in the U.S. Marine Corps, he earned his Bachelor of Science degree from The University of the State of New York, Albany, later earning his MBA from Indiana Wesleyan University. John and his family have been involved in service with community organizations, including varsity and club athletics, fine arts, and financial education assistance programs. He is a senior member of Indiana’s 2nd Congressional District’s Military Service Academy Nominations Committee, providing recommendations to our congressional representatives, for the young men and women seeking appointments to the respective service academies.  He also serves on the Finance Committee and Board of Directors for Ronald McDonald House Charities (RMHC) of Michiana, and the Investment Advisory Board for the National RMHC Investment Program.  
 
For more about Guidance Wealth visit: http://www.guidancewealth.com/
Today's guests included:
  • Prospective Member Chris Cossin, a guest of Tom Neat
  • Aaron Mishler, guest of Jamison Czarnecki, and
  • Visiting Rotarian from South Bend, Ella Williams
Rotary Foundation Chair Howard Edwards Made Presentations of Paul Harris Fellow Awards:
  • Andy McCaskey, PHF+7
  • Dave Lehman, PHF+7
  • Eric Garton, PHF+3
  • and Howard Edwards, PHF+2, presented by Past President Todd Stone
Thanks to all for supporting the Rotary Foundation and the good work it does around the world. To support the Rotary Foundation visit: https://www.rotary.org/en/get-involved/ways-to-give
Peter Norton was today's Sergeant and we all learned a lot about Amelia Earhart! Did you know that her lost plane may be found?!
Don't forget, fines support local not for profits in our spring Grants. Know a not for profit that should apply for a grant, CLICK HERE. 

Running List of Rotary Event Announcements 

Rotarians are an integral and engaged part of our active community! Here’s a list of upcoming events represented by Rotarians from the Elkhart Rotary Club. If you’d like more information, contact the Rotarian listed for the event or email elkhartnoonrotary@gmail.com and your message will be forwarded to them. Are you a Rotarian with an event to share? Put it in the format below and email to Eric Garton, he’ll add it to the list.

 

  • Saturday, February 10 Volunteer for the Frosty 5k. We have more participants signed up currently than we’ve had in the past 15 years of doing the race. Based on that, we are anticipating a record year and hoping to find 25 to 30 volunteers willing to face the cold weather to help with a variety of tasks (some are indoors even)! We are looking for volunteers for the Frosty to do the following: Packet Pick-up, Giving runners their packets/t shirts/bibs when they arrive, Course Monitoring, Standing on the course cheering racers on and assisting in giving directions, Water Stations, Handing water cups to runners, filling up waters, picking up discarded cups, Finish Line, Handing out waters to runners, collecting chips from bibs from runners. Here is the sign-up link for the Frosty 5 Volunteer Opportunities: https://signup.com/go/omsYWbH. Volunteers will at least get a frosty t shirt or coffee mug, snacks and drinks. Contact: Jamison Czarnecki

  • Thursday, February 15, at 5 p.m. Thirsty Thursday - come enjoy a drink and fellowship with fellow Rotarians and guests. Come on, come all, drop in at 5 or later. Keep an eye out for the location announcement from Pete Norton. Contact: Peter Norton 

  • Early May, 2024. In September, Rotarian Carl Dickerson of Dickerson Literacy Initiatives presented a program at the club about a project in Costa Rica in cooperation with Peace Corps volunteers to distribute books in cooperation with the Ministry of Education. Rotarians have distributed books in recent years in connection with eye clinics from IU and the Goshen Rotary Club. We are considering doing a trip to Costa Rica in early May that would distribute books in connection with five Peace Corps volunteers and also distribute eyeglasses that will be made for people from a February 2024 eye clinic trip. If you wish to support such a trip or travel with the group, contact either Doug Risser or Ashley Bowen for more information.