Bulletin for February 27, 2014

- March 04, 2014

Al Cutler talks with Speaker Richard Petersen

Upcoming Rotary Programs

March 6, 2014: Girl's Night with Dinner at 5:00 pm at Riverside Country Club

followed by the play "The Importance of Being Earnest" at the Covey Center

March 13, 2014: Nancy Evenseon, an architect talking on the

incredible value of energy-efficient building in Provo

March 20, 2014: Mayor John Curtis talking on current issues in Provo

March 27, 2014: Jack Matsen of Intermountain Wind and Solar

talking about what is happening with solar power in Utah

Report of Provo Rotary Meeting Held February 27, 2014

President Glen Zaugg Conducts Meeting

Todays meeting was conducted by President Glen Zaugg with Ron Roberts playing the piano and in Jill Moon's absense, Glen lead the Pledge of Allegiance to the Flag. The opening prayer was offered by Robert Redd. Guests included Jonathan Cavender, a potential club member invited by Steve Densley; Jeff Walker, brother-in-law of Ricky Hood, and Ginder Bolton attending with Joey Hansen.

Wayne Beesley announced plans for Girl's Night on March 6th. It will include dinner at the Riverside Country Club at 5:00 pm followed by a play "The Importance of Being Earnest" at the Covey Theater in Downtown Provo. Advance Reservations are needed. Contact Pete Pletsch if you are not already on the list to attend and reserve tickets for the play.

It was announced that the next Club Board Meeting will be held at 11:00 am on March 13th at the Riverside Country Club prior to the luncheon that day.

Nathan Beesley was Sergeant and tested our knowledge of restaurants in Provo. Most of us didn't know the finer small restaurants in around town.

Nathan Beesley our Sergeant tested our culinary knowledge

Joey Hansen with guest Ginger Bolton

Jonathan Cavender - Potential Member

Ricky Hood with brother-in-law Jeff Walker

Ray Beckham

Speaker

Danny Prager introduces Speaker

Danny Prager introduced Richard Petersen, an attorney with Jones Waldo who specializes in tax especially as it relates to retirement issues. He talked about Estate and Gift Taxes. Gifts can be given annually up to $14,000 per year without tax consequence and so is a good vehicle to pass money to future generations. He talked about the steps of estate planning that include: 1.) Gathering records of property, bank and investment accounts, and "digital assets"; 2.) Identify goals; 3.) Evaluate alternatives; 4.) Meet an attorney; 5.) Take action; 6.) Review plan regularly. His bottom line was to "Do Something". See his slide presentation that follows.