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Friday, April 12, 2024
Location Edward Jones 9:00 AM

May Meeting
Date/Time: May 10, 2024 at 9:00 AM
Location: Bright Lion’s Club
Final meeting before golf outing

Nicole Wuestefeld called the meeting to order and asked members to share their name and businesses.

Sign in sheet was circulated. Members present:

Guests: Hunter Hensley-Probiz and Denise Goins-ServiceMaster by BTM

Bebe Kinnett-Absolute Web Marketing
Nicole Wuestefeld-Andres-Wuestefeld Funeral Home
Jody Blasdel-Blasdel, Inc.
Dale Lutz-Cornerstone Realty
Lonny Barnett/Tim Braun-Edward Jones
Nick Bader-First Financial Bank
Amy Fryman/Katie Sparks-Friendship State Bank
June Tucker-Historic Renck’s Store
Rachel Lutz-Lutz Auction Services
Rick Hughes-Millennium Business Systems
Mark Munchel-Optimum Chiropractic LLC
Sara Uhlenbrock-Heath-Uhlsee Branding & Design
Larry Shideler-Union Center Blvd Merchant Association (UCBMA)
Jeannette Huelseman-WorkOne Southeast

Old Business

2024 Board of Trustees

President             Nicole Wuestefeld
Vice President     Nick Bader
Secretary             Jeannette Huelseman
Treasurer             Kim Joerger
Membership         Mark Munchel
Golf Chair             Lonny Barnett
Member at Large  Bebe Kinnett
Member at Large  Sara Uhlenbrock-Heath

2024 Sponsorships 

  • Friendship State Bank & Insurance – Gold Sponsorship
  • Synergy Labor Solutions– Bronze Sponsorship

Nicole: Thank you to Friendship State Bank & Friendship Insurance for being our 2024 Gold Sponsor and to one of our newest members Synergy Labor Solutions as Bronze Sponsor.

Membership Report – Dr. Mark Munchel

We received a couple of renewals this past month, memberships are at about 20. Welcome to Roger Solomon/Dave Patty Owners of Synergy Labor Solutions our newest member and Bronze Sponsor.

Treasurer’s Report

Nick Bader, Vice President/Treasurer:
Beginning Balance:  $15,314.34
Revenues:                 $     198.25
Expenses:                 $     547.00
Ending Balance:       $14,965.59

Nicole on events:

  • Golf Outing
    Lonny is the chair for the golf outing.
    Lonny: We have a Gold, Silver and two Bronze Sponsors. JDC Construction has signed up. We have one gift basket received by Friendship State Bank & Friendship Insurance. I have an assistant who will help me to collect gift baskets and marketing material.

    • May 20th at Hidden Valley Golf Club – Registration begins at 8 AM;
    • Lunch will be provided;
    • Nicole will send out a SignUpGenius
    • Needed-gift baskets, marketing materials to give as gifts, volunteers
    • Gifts can be dropped off at Lonny’s office – Edward Jones, 940 Jamison Drive, Suite 103, Bright
  • Bright Night Concert Series
    BABA is helping to bring live music events, debuting in May. It will be held on the grounds behind George’s Pharmacy and Vitor’s Bistro.

    • Date: May 10th from 6 PM to 10 PM
    •  Music begins at 7 PM starring Craig Quick
    • A poster is being drafted and will be distributed for marketing.
  • September BABA Meeting will be moved from Sept 13 to Sept 21 from 7-10 PM; held at At The Barn Winery with Terry Hahn. A couple of years ago we held a meeting their and Terry Hahn was playing, it was a great time.
  • Parade
    • Dale and Rachel Lutz managed the parade in the past and are teaching us the ropes.
    • Dale-We need to get a committee together.
    • Nicole-Anyone interested in joining the committee let us know.
  • Pregnancy Care Center MADE *For* LIFE walk May 3rd 5-6 PM (rain or shine)
    • Karla Raab-Walk/Run will start at Ivy Tech Riverfront for a beautiful walk on the levee.
      • Packets for groups or individuals may be picked up at PCC, 62 Doughty Road, behind Wendy’s in Lawrenceburg.
      • You may also register at https://www.supportpccindiana.org/life-walk.html
      • Following the walk there will be music, entertainment and food.
        • Come and see Balloon Man Dan, The Backflip Guy, Angie Myers & Friends
        • Enjoy food and drinks from: Icehouse, Kay’s Cafe, Kona Ice and Burg Nutrition
      • Walk for life T-Shirts will be available for purchase.
    • The Pregnancy Care Center of SE Indiana has had the privilege of ​serving Southeastern Indiana since 1989. By offering quality medical care, compassion, and hope, we are empowering individuals to make healthy life choices for healthy families and healthy futures. We serve five counties in Southeast Indiana.
    • BABA will be registered as a group-Please contact Sara Uhlenbrock-Heath to join the BABA team.

EdwardJones – Lonny Barnett Member Spotlight

EdwardJones is the second largest financial firm in the world, including nearly 19,000 financial advisors in the U.S. alone. They are a full service financial firm. You do not see financial planners in small towns, but EdwardJones model facilitates working with individuals and small businesses where they live and work.

  • Lonny retired early from P&G and began his second career with EdwardJones.
    • He is a Certified Financial Planner.
    • Provides a full financial planning platform.
    • He is in the process of migrating to new software:
      • Money Guide – a popular and widely used platform that provides greater tools to support planning and investing capabilities.
      • SalesForce – another popular platform.
    • His business has almost tripled in the last five years.
    • As a veteran he has found that he can provide a service to veterans who feel a comradery with other vets who might otherwise lose great financial opportunities.
      • “I truly enjoy working with others and making a positive impact in my community through volunteerism. For this reason, I focus attention on serving and educating our local Veterans and their families. I have the privilege of serving on the executive committee of the St Leon, IN Post 464 American Legion Post, The Forty & Eight – Voiture 612 and also on the leadership board of our local Bright Area Business Association.”
    • Last year he began working with businesses to help with employee retention by offering 401Ks and other employee benefits.
    • Whether a business or an individual he can educate you on Retirement Plans, Savings Plans, 529 College Plans, Savings Accounts, IRA/Roth IRA, etc.
    • Lonny shared how he lost six clients in the past year to either accidents or natural causes:
      • Just yesterday he was talking with a 35 year old client with a wife and two children that after Lonny asked about his will; told him about a friend who recently passed and what a nightmare that was for his family. The client was on board with planning for his family. “It is not about you,” Lonny said, “it is about those we leave behind.”
      • As a Certified Financial Broker he can help you with life insurance and annuities, can provide references to attorney’s to help with estate planning and wills.
    • . He does not have consultation fees, he is happy to sit down with you and answer your questions.
  • Bebe Kinnett recalled when Lonny was starting out she first met him when he knocked on her door. It was in the heat of summer 2018; he was sweltering in a suit, but willing to educate her on their services while standing on her porch.
    • Lonny: “I went through probably 10 pairs of shoes, during that time, was attacked by a dog and met with a gun…., but that all changed with COVID.” He said, “I still have people come in with the business card I left on their door.”
  • Bebe-“What is your territory?”
    • Lonny: “We do not have territories. I am licensed in all 50 states and Puerto Rico. We do have a professional courtesy with other advisors.”

In closing….”[I obtained my] …MBA from Xavier University while at P&G which further ignited my passion for finance and teaching others. That passion for teaching carries over to Edward Jones where I have the opportunity to help clients understand what’s truly important to them and assist them with developing a strategy now that can help them reach their future goals.” excerpt from Lonny Barnett Bio.

Nicole opened the floor to sharing and invited June Tucker-Historic Renck’s Store to provide an update on their renovations:

Demolition was just completed.

  • The building is over 150 years old.
  • The footprint of the former gun shop will be kept for the coffee bar.
  • The upper floor had been used as a school and meeting house following a fire. That floor will again be a meeting house.
  • We are trying to bring it back to its origins by keeping the original hardwood floor and tin ceiling.
  • You are free to stop in to see how renovations are going.
  • They are hoping to have a grand opening around back to school time.

Dale Lutz: “You have to have a vntage flip top Coka-cola cooler.”

June: “We have that, and we have the 1st TV.”

Dale: “Mike Renk would open up the meeting room for the boys to watch a game because it was the only TV in town.”

Lonny: “There is a historic picture of Renk’s Store in the EdwardJones lobby showing a horse and buggy in front of the store.

June: We’re on a mission to find any pieces from our past to infuse some original character back into the building and the community.

Check out their website for more information and a place to share your stories: Historic Renck’s Store