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January 2011

Greetings!  

Greetings from the Louisville Employee Benefits Council.

As a member of the Louisville Employee Benefits Council, you are receiving the Councils' monthly newsletter.

Below you will find information regarding:


  • Important 2011 Information
  • January LEBC Monthly Meeting
  • January LEBC Retirement Plans Sub-Council Meeting


If you have any information for the newsletter you feel would be of interest to other members, or if there is anything you would like to see in the newsletter, please contact:

Debby Coons

LEBC Secretary
Email: Debby Coons

(502) 561-1530


 
Thank you for your interest in the LEBC

Sincerely,
 
Debby Coons 
LEBC Secretary

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Important 2011 Information
  
2011 Officers & Program Committee Members

At the January meeting, which is the LEBC Annual Meeting, the slate of 2011 officers will be proposed and voted on by LEBC Members.

In order that we have a quorum, we ask that all Members make an effort to attend this meeting.

The 2011 proposed Officer state is as follows:

  • President: Jean Watson
  • Vice-President: Debby Coons
  • Secretary: John Bartlett
  • Treasurer: Ben Evans
  • Membership Chair: Kristin Roggenkamp
  • Sub-Council Chair: Jonathan Butcher
  • Immediate Past President: Linda Weber
 

2011 Program Committee

The 2011 Program Committee includes:

  • Kim Spurlock
  • Amanda Kreutzer
  • Rhonda Henry
  • Kathy Doughten
  • Carl Lammers
  • Nathan Paris
  • Brent Smith

We can still use additional members on the Program Committee.  If you are willing to participate, please contact Debby Coons at (502) 561-1530.

 
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Continuing Education Credits
 
The LEBC is applying for one hour continuing education credit for eligible presentations with the Kentucky Bar Association, the Joint Board of the Enrollment of Actuaries, the Kentucky State Board of Accountancy, the American Society of Pension Professionals & Actuaries, and the Kentucky Department of Insurance. Forms for qualifying continuing education credits will be available at the registration table.

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January Monthly Luncheon Meeting
 
Tuesday, January 11, 2011
 
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky
11:30 a.m.
 
Check computerized signs for meeting room location. 

Parking vouchers are available at meetings for individuals parking in the Marriott garage. 

Valet parking will not be reimbursed.

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Speaker Presentation
 

Thomas Berner, CFA of UBS Wealth Management Research will present Economic Update.
  
Mr. Berner is an Economist within UBS Wealth Management Research.  He concentrates on the U.S. economy with a strong focus on econometric modeling.  His insights and forecasts of key variables of the U.S. business cycle serve as input for the overall UBS Global WM&BB investment strategy.  Mr. Berner started his professional career as an economist with UBS Investment Bank in 2000, covering the Canadian and Swiss economies and later the U.S. economy.

Mr. Berner studied economics at the University of Basel in Switzerland with a major focus on econometrics and financial markets.  He is a Chartered Financial Analyst and has appeared on CNN en Espanol and Radio America (Argentina).
 
 
Lunch Menu

Tomato Basil Soup with an Asiago Tuille
Grilled Chicken Breast with White Wine Veloute with Saffron Rice
Mountain Berry Tart
 

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For a list of future speakers and topics, click here.
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January  Sub-Council Meeting
Retirement Plans Sub-Council
  
Tuesday, January 25, 2011
Noon
Marriott Hotel Downtown
280 West Jefferson Street
Louisville, Kentucky

Check computerized signs for meeting room location. 

Parking vouchers are available at meetings for individuals parking in the Marriott garage. 
 
Valet parking will not be reimbursed. 
 
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Speaker Presentation

Mark Franklin of Stoll Keenon & Ogden will present Legal 101 for non-lawyers.

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Meeting & Guest Policies
 
You are invited to attend all LEBC monthly luncheon and presentation meetings as well as LEBC Sub-Council meetings.
 
The monthly luncheon meetings are the second Tuesday of the month and begin at 11:30 a.m. with registration and a time for networking and socializing. Lunch will be served at Noon. Speaker presentations begin at approximately 12:15 p.m. Meetings will conclude no later than 1:30 p.m. 
 
Guests are welcome at our monthly luncheon meetings for a fee of $50. Add your guest information to the RSVP, or notify the Membership Chair:  
 
Benjamin Evans
(502) 587-3678
 
 
 
Sub-Council meetings are the fourth Tuesday of the month and begin at 12 noon. Cost for attending these meetings is $40 for members who did not sign up with their annual dues and $50 for guests.  
 
If you would like to attend a Sub-Council meeting, RSVP through the newsletter and pay at the door when you arrive for the meeting.
 
Add your guest information to the RSVP, or notify the Sub-Council Chair:
    
Elizabeth Potts
(502) 719-0588  
 
RSVP's and Cancellation Policy
 
Please note that members are asked to confirm their attendance at all meetings.  
 
**No-shows are a recurring problem and continue to adversely affect the LEBC's efforts to manage expenses.**   
 
The Marriott charges the LEBC for all reservations made and not cancelled by noon on the Friday immediately prior to the Luncheon.
 
 
To cancel a reservation for a monthly meeting contact:
 
 
Benjamin Evans
(502) 587-3678
 
To cancel a reservation for a Sub-Council meeting contact: 
 
Elizabeth Potts
(502) 719-0588
 
Please help control costs and spend our LEBC money wisely. All members will benefit.
 
 
 
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Dietary Concerns
 
 
If you have any special dietary concerns, you may indicate them in the "Guest" box on the RSVP form, or contact our Membership or Sub-Council Chairpersons:
 
 
Benjamin Evans
(502) 587-3678
 
Elizabeth Potts
(502) 719-0588
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Member's Corner 

 
The Executive Committee would like to express its gratitude to our members for making the annual Holiday Luncheon a success.  We hope you all enjoy the New Year.

Thank you no speaker name

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2010 LEBC Officers 
Council
Executive Committee Members
  • President: Linda Weber
  • Vice President: Jean Watson
  • Secretary: Debby Coons
  • Treasurer: John Bartlett
  • Membership Chair: Ben Evans
  • Sub-Council Chair: Elizabeth Potts
  • Immediate Past President: Valerie Mayer