Local Edward Jones office celebrates 1 year of Coffee Club - Ahwatukee Foothills News: Money

default avatar
Welcome to the site! Login or Signup below.
|
||
Logout|My Dashboard

Local Edward Jones office celebrates 1 year of Coffee Club

Print
Font Size:
Default font size
Larger font size

Joseph B. Ortiz

Related Stories

Posted: Wednesday, January 2, 2013 9:49 am

When the economy took a dip downward in 2011 it gave Joseph Ortiz of Edward Jones inspiration to offer some guidance to the Ahwatukee Foothills community.

“I just noticed that people weren’t feeling too good about things,” Ortiz said. “I did a piece in the paper in August saying this is not another 2008 and that was really the kickoff to get this going.”

Ortiz started his own monthly Coffee Club meetings in December of 2011 to discuss with clients and the community in general, in a casual setting over free coffee, current events and their effects on the economy and investments.

Edward Jones offices across the nation are encouraged to do Coffee Clubs, but not every office does. Ortiz decided it was a good way to get general information out and a good way for his current clients to get to see him as well. Each month Edward Jones releases an investment perspective and Ortiz goes over that along with general questions or strategies.

“I really enjoy getting the word out to the community,” Ortiz said. “I think there’s not enough of that. I really just want to provide information to the community and current clients. I don’t anticipate a bunch of people becoming clients just from the meeting, but I do want them to get some information from us and let them decide from there.”

The Coffee Club has given the community an opportunity to ask some questions they may have and has also helped Ortiz stay current on what’s going on and the advice he is giving.

“I really enjoy the prep,” he said. “To not know what people are going to ask me makes me prepare for any question. I find myself on a monthly basis really trying to find some good topics to talk about. I really enjoy trying to find some time-sensitive information each month to bring the material to life in a sense. It’s a lot of pressure because you never know what questions you’re going to get or how people will take the answers.”

The Coffee Clubs are on the third Friday of each month at the Ahwatukee Country Club, 12432 S. 48th St., at 8:30 a.m. Ortiz also plans to host a luncheon at the Ahwatukee Foothills Chamber of Commerce in January for people who have not been able to attend a Coffee Club meeting. For more information, call (480) 753-7664.

• Contact writer: (480) 898-7914 or ahurtado@ahwatukee.com

More about

More about

More about

  • Discuss

What You Need to Know About Denver Go Topless Day (NSFW)

Michael Roberts A A Tomorrow, August 26, marks the 95th anniversary of what most historians see as the signature victory of the women's suffra…

Published: August 27, 2016 - 12:15 pm @ http://www.westword.com/news/what-you-need-to-know…

5 Amazing Things About the Minnesota Vikings' New Stadium

The Minnesota Vikings on Sunday host the San Diego Chargers on Sunday for the inaugural football game in U.S. Bank Stadium, which cost $1.13 b…

Published: August 27, 2016 - 12:04 pm @ http://fortune.com/2016/08/27/nfl-minnesota-viking…

Why Syria's war, after 400,000 deaths, is only getting worse

Driving in Canada Canada - a home away from home Canada, it's time to change! Living with a disability in Indo-Canadian society The empire str…

Published: August 27, 2016 - 12:03 pm @ http://timesofindia.indiatimes.com/world/middle-ea…

The Democrats are failing Obamacare

On May 20, about a month after UnitedHealthcare, one of the country’s major health insurers, announced that it would pull out of Arizona’s exc…

Published: August 27, 2016 - 11:03 am @ http://www.businessinsider.com/the-democrats-are-f…

DownWithTyranny!: Can The Democrats Actually Screw Up Winning Back The Senate? It Would Be Difficult, But Schumer's The One Who Could Do It

Thursday night, the NY Times suddenly woke up to something we've been harping on all year-- only the Times referred to what we call DSCC incom…

Published: August 27, 2016 - 11:02 am @ http://downwithtyranny.blogspot.com/2016/08/can-de…

The Media's Silence Around Missing Latina Maylin Renoyso is Horrifying

Maylin Reynoso was a 20-year-old Dominican woman from the Bronx who disappeared and was later found dead in the Harlem River. Her passing was …

Published: August 27, 2016 - 10:44 am @ http://www.latina.com/lifestyle/our-issues/media-s…

U.S. Farmers Risk Losing Everything Because Of Absurd Immigration Rule

Three years ago, Fishkill Farms owner and operator Joshua Morgenthau found himself facing a situation that is every farmer’s nightmare. It was…

Published: August 27, 2016 - 10:03 am @ http://www.huffingtonpost.com/entry/farms-h2a-prog…

Trump says Arizona event is on after state director says it’s canceled

PHOENIX — Republican presidential nominee Donald Trump's Arizona director said Friday afternoon the candidate had canceled a Wednesday event i…

Published: August 27, 2016 - 10:02 am @ http://www.usatoday.com/story/news/politics/electi…

Cabinet wars beginning – WEEKEND READS

Good Saturday morning. With 73 days until Election Day, it’s clear Donald Trump is getting a lot of conflicting advice from a lot of different…

Published: August 27, 2016 - 9:32 am @ http://www.politico.com/tipsheets/playbook/2016/08…

Justice Department will probe metro Phoenix sheriff Arpaio

By WALTER BERRYAssociated Press PHOENIX (AP) - The investigation and possible prosecution of metropolitan Phoenix Sheriff Joe Arpaio will be h…

Published: August 27, 2016 - 8:31 am @ http://www.azfamily.com/story/32853296/justice-dep…

Facebook

ahwatukee.com on Facebook

Twitter

ahwatukee.com on Twitter

RSS

Subscribe to ahwatukee.com via RSS

RSS Feeds

Spacer4px

Most Popular

Online poll

Loading…