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Next Virtual Meeting Information:
“The Rotary Club of Stockton Begins the 2nd Century of Service to the Stockton Community”
|Directions for members on how to make a payment to Rotary Club of Stockton:|
- Salvation Army Bell Ringing – This year the Salvation Army Bell ringing was held on Saturday December 19, 2020 at the Weberstown Mall at the Dillard’s location. All Stockton Area Rotary Clubs participated. The bell ringing was from 10:00 am to 6pm. Social Distancing protocols were followed. Assistant District Governor Waqar Rizvi sent some great pictures of the event! See the pictures HERE. You can also find them anytime in the “Photo Gallery” located within the “News & Events” index item.
Literacy Thank You – Sharon Tweedy – SRE & Foundation Grants: Sharon had the privilege to provide books to a lot of non-profits and Spanos elementary school through the money budgeted by SRE and the Rotary Foundation. Letters were sent by Family resource referral center, Children’s home of Stockton, City of Stockton (winter reading program) thanking the gift of books received. Usually Santa Bob Blower would distribute books to students for Christmas. This year Kindergarten through third graders at Spanos Elementary school were given books when parents drove by last Thursday to pick up lunches.
- Fantasy Football Update – Eight managers played this year. Top 4 teams make the play off’s. Ken Steele, Matthew Grizzle, TJ Hall, Dan Wright’s teams are in playoffs.
When (if) we (ever) resume regular meetings..
- Use That Credit Card at The Meeting – You may now pay for lunch, raffle tickets (minimum Credit Card Purchase of $5.00) and other purchase at the Club meetings with a credit Card.
- Potential Members – To encourage Club members to bring a potential member to the Wednesday meetings the Rotary Club of Stockton will pay for the 1st meal of a potential member brought by a Club member. For the proper procedure when proposing a new member, read this document.
Meeting Note takers needed for the New Year!
Thank you Leena Mittal for volunteering to take notes for the month of November and December! Your help was much appreciated! Now it’s time for someone else to step up.
PLEASE Consider volunteering next year (Like Leena) for a once a month (or more) opportunity to keep the Wheel roll along. Our Wheel editor will appreciate you stepping up to assist! What’s a better way to know what’s going on in your club? -editor. Contact Corie Stewart at email@example.com
Speaker: Rebecca Glissman, Stockton Homeless Shelter
Introduced by: Doug Wilhoit
The shelter is moving from under the freeway, which is CalTrans property, to a new location. Men’s side of the shelter is congregate living. Men’s side runs as check-in/out center. Family side has one room per family. If they participate in money management, they can stay longer otherwise it becomes one-month emergency shelter.
The other facility is for single women shelter and they have certain behavior requirements. They have to abide by the rules. Starting January 4th, there would be low barrier single women’s shelter more like men’s check-in/out shelter. The goal is to get them off the street and into stable housing.
A lot of funding was received from the covid response for homeless shelters which helped in managing covid. This funding is going away in December. The shelter received four and a half million dollar funding for expanding the men’s shelter. When finished, an additional it will take 100 men off the streets and become a navigation center. At the navigation centers, case managers would have office space. Agencies like emergency food bank, medical, behavior health, and the probation department, that help with homeless people, will have office space in the navigation center as well.
The goal is to help the homeless people and get them to a stable shelter. The new center should be open by October 2021. The new drop-in center is funded by the mental health center where men can hang out, watch tv which keeps them from wandering in the community. Funding for the outreach team to reach out to people and bring individuals from streets and funding for additional case managers. Currently there are only 3 case managers with almost 250 homeless people on the grounds. There is a new program that would allow homeless individuals to come in with pets.
Michael began his impressive career in the Qualified Plan industry working for an independent TPA/Record Keeper, giving him invaluable insight which he would later leverage into the advisory side of the financial industry. His list of distinctions includes Qualified Plan Financial Consultant (OPFC) through the American Society of Pension Professionals and Actuaries (ASPPA) and Accredited Investment Fiduciary Analyst (AIFA) through Fi360. Michael is a Series 65 licensed Investment Advisor Representative for Smart Lavestor (SI).
In 2008, Michael joined SI’s parent company, Sloy, Dahl & Hoist (SD&H). SD&H is a boutique investment advisory firm, based in Portland, Oregon. He is credited with revamping SD&H’s Qualified Plan practice, and growing that portion of the overall business by more than 400% in l0 years. He developed and implemented SD&H’s 401(k) one-on-one participant education program, in an effort to truly impact the financial health of all participants within Qualified Plans managed by SD&H. Michael was also the architect of SD&H’s Collective Investment Funds, established in 2016, which brought purchasing power and fee reductions seldom seen in the “Small Plan Market” to all of SD&H’s Plans and participants,
Named as SG&H’S new Chief Operating Officer and seeking diversification for the overall business, Michael led the acquisition of Smart Investor (SI) in 2016. Particularly drawn to SI’s investment philosophy, centered around Dimensional Fund Advisors’ academic approach. he knew it would present a perfect complement to SD&H’s traditional approach. Two subsequent acquisitions, both during 2018, and SI has quickly doubled its total assets under management in less than 2 years. Today Michael serves as SI’s President and Chief Operating Officer, and oversees operations of both SI and SD&H.
Michael has a BA degree in Economics, from the University of Washington. He serves on Charles Schwab’s National Trust and Custody Board, as of 2017, and formerly sat on the ASPPA Benefits Council of the Great Northwest. He resides in Kirkland, Washington, with his wife Brittany, and their daughters Sienna and Charlotte. Even with his extremely full schedule, Michael finds time to dedicate to locate philanthropy through his service on the Investment Committee of Kindering; Washington state based nonprofit, whose mission is to provide life-changing early intervention therapies and special education to infants and toddlers with an array of developmental disabilities, delays and other risk factors.
(Virtual unless otherwise noted)
- 23 – DARK
- 30 – DARK
- 06 – Michael Tudor, “Market Review – SRE”
- 13 – Chris Lema, “Lessions From Driving to the Great Outdoors”
- 20 – TBA
- 27 – Chief Eric Jones, “Stockton Police Department”
Birthday Celebration Challenge!!!
July finals 14/15 or 93.3%
August Wrap up – 10/11 or 90.1%
September Birthday Celebrations: 15/15 for 100% participation!
October Finals 14 of 14 = 100%
Both September and October were 100 percent participation.
November birthday challenge was 87.5%.
Birthday challenge – December Week 3, 4 and 5:
- Cliff Dochterman birthday was on 12/13
- $250 (Bell Ringer) – Chris Lema’s birthday was on 12/14 ($250 RI + pts) – He is a wishing for a new normal on his birthday.
- $100 – Marcela Gracewski’s birthday was on 12/15 ( $100 50/50 + pts)
- John Atwood’s birthday was on 12/15
- $151 – Frank Whitney’s birthday was 12/15 ($76 RI+ pts + $75 SRE) on his 76th birthday.
- $100 – Keo Keonorasak’s birthday was 12/20 – to SRE
- $76 – Octavio Cruces’s birthday is on 12/27 $38 SRE $38 RI +pts.
- $56 – Russel Hagen’s birthday is on 12/29 ($56 RI+pts)
- Bill Wagner’s birthday is on 12/29
- $250 (Bell Ringer) – Pete Gormsen’s birthday is on 12/31 ($250 SRE) (Bell ringer for January meeting)
|1||1st – 5th||(none)|
|2||6th – 12th||Steve Reid – 8th
Kevin Hicks – 12th
|3||13th – 19th||Cliff Dochterman – 13th
Chris Lema – 14th
Marcela Gracewski – 15th
John Atwood – 15th
Frank Whitney – 15th
|4||20th – 26th||Keo Keonorasak – 20th|
|5||27th – Jan 2nd||Octavio Cruces – 27th
Russel Hagen – 29th
Bill Wagner – 29th
Pete Gormsen – 31st
|*= Meeting Day – Wish Them a Happy Birthday!|
|Rotary Club of Stockton Member Files|
|(Logon to DACdb required to access)|
|Conflict of Interest Policy||2019 Updated Club Constitution|
Special thank you to everyone who contributed to The Wheel…
Editor, Eric Duran. Special thanks this week to Leena Mittal, note taker extraordinaire, Matthew Grizzle, Virtual and Audio Visual Guru as well as Club and Attendance Secretary, and Chief Checkers Matthew Grizzle and President Gary Frush!
Attn: Matthew Grizzle, Club Secretary
1024 W. Robinhood Dr. Suite 5
P.O. Box 7457
Stockton CA 95267
Phone: (209) 472-9662
Fax: (209) 472-9664
Assistant Governor Area 2
Muhammad Waqar Ali Rizvi
Wednesdays at 12 Noon
Stockton Golf & Country Club
3800 W. Country Club Blvd.
Stockton, CA 9520