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12
Dec
2024
Holiday Party

Details to Follow

Dec 12, 2024
14
Jan
2025
Jordan Blevins & Matthew Pearce - TrustBank

Post-Election Landscape and its Impact on Taxes, Estate Planning, and Market Trends

Jan 14, 2025 4:30 PM

Topic Overview

TrustBank invites you to an engaging presentation and discussion exploring the post-election landscape and its impact on taxes, estate planning, and market trends. Our experts will provide valuable insights into the changing economic environment, offering strategies to help you navigate potential challenges and opportunities. This presentation will include a Q&A, giving you the opportunity to have your questions answered by our experienced professionals.

 

Jordan Blevins is an experienced portfolio manager with over 21 years of expertise in creating investment strategies and managing client portfolios. As Vice President and Senior Portfolio Manager at TrustBank, Jordan focuses on designing disciplined, strategic solutions that balance risk and align with clients’ long-term financial goals. A Chartered Financial Analyst and active member of the CFA Society of Phoenix, he is committed to delivering personalized service and helping clients achieve lasting financial success.

 

Matthew Pearce is a skilled portfolio manager and strategist with over 15 years of expertise in investment management, tax planning, and financial strategies. As Vice President and Senior Portfolio Manager at TrustBank, Matt delivers sophisticated investment solutions tailored to dynamic markets. A Chartered Financial Analyst and Certified Financial Planner, he is an active member of the CFA Society of Phoenix and Financial Planning Association of Arizona, and a respected voice in the financial community.

28
Jan
2025
Special Off-Site Rotary Meeting

Casa Blanca Community School

Jan 28, 2025 11:30 AM

With food and space and the requirement of every visitor must sign-in and out, we must provide a head count and list of attendees. 

Meeting time: 11:30am to 1:00pm

Lunch is being provided at NO charge.

 

  • Providing Frybread with trimmings, vegetables, salad and dessert
  • Location: Casa Blanca Community School, 5297 West Nelson Rd. Bapchule, AZ 85121
  • Directions from Cottonwood CC:
    • Riggs Rd to Arizona Ave and turn right
    • Arizona Ave to Nelson Rd is 6 miles.  Turn right.
    • 8 miles to Casa Blanca Community School on Nelson Rd 
18
Mar
2025
Angel Pilato, Lt. Col. USAF (Ret.), PhD

"The War that Never Ended"

Mar 18, 2025 6:30 AM

Our March 18th meeting features a presentation by Angel Pilato, Lt. Col. USAF (Ret.), PhD. Her talk “The War That Never Ended,” will focus on UXO (Unexploded ordnance) in Laos after the Vietnam War that are still as deadly today as they were 50 years ago. Even though millions of UXO are still in Vietnam and Cambodia, her focus is on Laos as it was the most heavily bombed country per capita in the world, and because many of the pilots from her Air Base were shot down and killed while flying bombing missions over Laos. 

She will discuss what UXO are and their deadly effect on the population, especially the children. She’ll tell us how she got involved with the NO UXO in LAOS project and how it’s helping to remove UXO in Laos.

Dr. Angel Pilato, a retired Air Force Lieutenant Colonel, was the first woman assigned to manage an Officers’ Club and the first and only woman to run an O-Club on a fighter pilot base in a war zone. Her memoir, Angel’s Truck Stop: A Woman’s Love, Laughter, and Loss during the Vietnam War, highlights some of the challenges, conflicts and choices she confronted. 

Angel has held management positions in Hi-Tech, Higher Ed and non-profit organizations. Angel, has a private pilot’s license, is a former Rotarian and Paul Harris Fellow, she as a life member of The Red River Valley Fighter Pilots Association, (The River Rats), and Veterans of Foreign Wars and the American Legion. After spending 50 years traveling and living mostly in the Northwest she’s returned home to Rochester, NY to be near family. In her retirement, Dr. Pilato continues to advocate with The Mines Advisory Group (MAG) to remove the UXO from Laos.

Sponsors
Edward Jones Investments
Earnhardt Auto Centers
Homewatch
Koelsch
Scheels

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About Sun Lakes

Our club members are dedicated people who share a passion for both community service and friendship. Becoming a Rotarian connects you with a diverse group of working and retired men and women who share your drive to give back.

Our club accepts new members by invitation.

Rotary at a Glance

Rotary brings together a global network of volunteer leaders who dedicate their time and talent to tackle the world’s most pressing humanitarian challenges. Rotary connects 1.2 million members from more than 200 countries and geographical areas. Their work impacts lives at both the local and international community levels.

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