CONGRATS TO WHARTON CLUB MEMBERS ON ACHIEVEMENTS!
Barbara Garlock named Interim Exec Director of Interfaith Works
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Congratulations to Barbara Garlock, who is now the Interim Executive Director of Interfaith Works, headquartered in Rockville, Maryland, IW makes substantial efforts each year to to help needy and homeless people in Montgomery County.
Save the date! Have a good meal, and help those who are less fortunate:
Join Interfaith Works on Tuesday, February 22, 2011, for Thanksgiving in February by eating out at a participating restaurant, which will donate up to 20% of its receipts to support agencies working to help those in need, including IW. Learn more: Www.ThanksgivinginFebruary.org
Marshall Chawla, LPL (McLean) a past Wharton Award recipient, presented a stimulating seminar for Wharton Leads Council members on "The Transition to Sustainable Growth". This was an analysis of potential impact of the recent elections on business and the stock market.
The session was very interactive where he helped the group understand the dynamics of the current investment outlook. He then presented "Compass Points" that LPL Research prepares for their clients to "bring you our greatest tactical Ideas." As a Wealth Advisor, Marshall said he focuses on his client’s most important financial issues so that they can pursue what >>is most vital to them. His credentials as a CFP, MBA and Chartered Accountant (overseas CPA), coupled with a track record of 25 years in Wealth Management with access to in-depth research, specialized stock charting capabilities and superb due diligence, set him apart as an advisor. His presentation was so engaging that members stayed past the usual 1 pm cutoff, as they were "taking stock" of their prospects for the months ahead.