Power Partners USA August 19, 2025 Monthly Meeting Minutes

​ 
Power Partners USA – Meeting Minutes
Date: August 19, 2025
Format: Monthly Zoom Meeting
Host: Alan Armijo
Attendees: Alan Armijo, Debra Armijo, Beatriz Mendoza, James Cleveland, Joaquin Cruz, Tom Di Leo, Guy Shurki, Johnny Garcia, Candace Ramirez, Marc Forsythe, Miguel Bravo, Phil Shekerlian
Recorded and Edited Version at:  https://youtu.be/g2-nmRWN4cM



 
Beatriz Mendoza – Notary Public, Signing Agent, Life Agent

• Background in government and nonprofit leadership.
• Current work: Notary services, estate planning support, and community resource referrals.
• Power Partners: Realtors, mortgage companies, estate attorneys, community nonprofits.

 
Connections from this meeting:

• Tom Di Leo: Expressed interest in working with Beatriz for bilingual signings.
• Guy Shurki: Suggested connecting since his IT company specializes in nonprofits.
• James Cleveland: Discussed Power of Attorneys for immigration situations; Beatriz confirmed she provides this service and offered to connect him with her estate planning attorney.
• Johnny Garcia: Beatriz shared that her estate planning attorney currently uses ChatGPT for questionnaires but needs a more efficient, customized solution. Johnny explained that his AI platform (Prism AI) can be adapted to streamline those processes and support Spanish/English multilingual needs.

James Cleveland – CEO, C2mod (Architecture, Design-Build, Property Management)

• 30 years in Long Beach real estate and construction.
• Services: Architecture, construction, multifamily property upgrades, and outdoor design.
• Power Partners: Contractors, plumbers, electricians, real estate investors.

Connections from this meeting:

• Tom Di Leo: Can finance ADUs through reverse mortgages, potential referral opportunities.
• Johnny Garcia: Offered referrals for bridge loans/hard money lending.
• James & Beatriz: Explored collaboration around affordable estate planning and notarized Power of Attorneys.
• Phil Shekerlian: Asked about asset protection/tax planning tied to estate work James was exploring.

Joaquin Cruz – Bravo Printing (Introduced by Beatriz)

• 30+ years in the printing business.
• Services: Invoices, banners, envelopes, brochures, and business cards.

Connections from this meeting:

• Debra Armijo: Expressed interest in collaborating on client printing needs (brochures, cards, offline marketing).
• Alan & Debra: Noted Power Partners USA could use Bravo Printing for group brochures and event materials.
• Debra mentioned visiting Joaquin’s new office space.

Member Speak:  
 
Tom Di Leo – Reverse Mortgages

• Seeking introductions to trust attorneys and financial planners.
• Interested in connecting with skilled nursing facilities.

Connections from this meeting:

• Beatriz offered use of SoCal Financials’ facility for seminars targeting Spanish-speaking community on reverse mortgages, plus her services as interpreter.
• Alan noted synergy between Tom’s work, OptionOne Care (Arlene), and placement agencies.

Johnny Garcia – Entelligage / Prism AI

• Announced Prism AI 3.0 platform (AI website chat widget, lead management, social media content generation).

Connections from this meeting:

• Alan confirmed he can demo the system for members.
• Beatriz: Discussed how her estate planning attorney currently uses ChatGPT for questionnaires and would benefit from Prism AI’s customized, multilingual platform for streamlining estate planning and notary processes.
• Phil: Johnny & Phil discussed investor contracts and small business investment legal structures.

Candace Ramirez – Take My Tasks (Virtual Assistants)

• Shared transparency about VA replacements and client support.
• Jim will return in September for lead generation support.

Connections from this meeting:

• Alan: Discussing collaboration on VA-led outreach campaigns in September combining iTrust Marketing + Power Partners lists.
• Candace & Alan: Exploring integration of VA work with Johnny’s AI for social media content creation.

Marc Forsythe – Bankruptcy Attorney

• Shared updates on rising bankruptcies (restaurants, hotels, retail).
• Subchapter V debt limit may increase (from $3M to $7.5M).

Connections from this meeting:

• Alan suggested scheduling a podcast episode with Marc to cover Subchapter V in more detail once the Congressional vote occurs.
• Phil Shekerlian: Discussed strategies for protecting home equity; suggested QPRTs.
• Guy Shurki: Asked about impact on housing market.
• Marc & Phil confirmed complementary expertise (bankruptcy + asset protection).

Miguel Bravo – Comerica Bank

• Banking update: Deposit competition high, review accounts/CDs for better rates.
• Alan & Debra mentioned visiting him soon for banking/CD needs.

Phil Shekerlian – Wealth & Legacy Attorney

• Shared updates on tax law changes (“Big Beautiful Bill”), strategies for tax savings, capital gains, and asset protection.

Connections from this meeting:

• Johnny: Asked Phil about contracts for investors; Phil offered consultation.
• Phil & Beatriz: Aligned on estate planning services and fixing bad trusts.
• Marc: Stated he refers clients to Phil when advanced asset protection is required.

Debra Armijo – iTrust Marketing

• Updates on client projects (OptionOne Care, Valerie referral, Dr. Julie Bolton’s medical center, Murphy Beds, Rancho Alamitos).
• Emphasis on AI-driven website content optimization.

Connections from this meeting:

• Debra & Joaquin: Discussed printing collaboration.
• Debra & Alan: Stressed importance of LinkedIn engagement for Power Partners visibility.

Key Introductions / Follow-Ups Needed

1. Beatriz & Tom → Potential seminar collaboration at SoCal Financial for Spanish-speaking community on reverse mortgages.
2. Beatriz & James → Estate planning referrals and Power of Attorney needs.
3. Beatriz & Guy → Nonprofit IT connections.
4. Beatriz & Phil → Estate planning and trust services alignment.
5. Beatriz & Johnny → Prism AI potential to streamline estate planning and bilingual client services.
6. James & Tom → ADU financing + referrals.
7. James & Johnny → Bridge loan/investor referrals.
8. Debra & Joaquin → Printing and design collaboration.
9. Phil & Johnny → Investor contract structuring.
10. Phil & Marc → Bankruptcy and asset protection cross-referrals
11. Alan & Candace → Outreach campaign with VAs + AI in September.
12. Candace & Jim → Pick up on outreach lead gen calls
13. Miguel & Alan/Debra → Banking/CD account follow-up.
14. Alan and Marc → Subchapter V podcast recording

 
Find all Member contact information at:    Power Partner List - Power Partners USA

Power Partners USA August 19, 2025 Monthly Meeting Transcipt​

​August 19, 2025 meeting transcript
Alan Armijo: [00:00:00] So, Beatrice Mendoza, I'd like introduce yourself as a new member to Power Partners. Thank you.
Beatriz Mendoza: Yes, thank you. So I, met you and then Debra through, community events. I like to say that I'm retired from working government because I no longer work for government. I work for, a representative of the California legislature, then a member of Congress, and then a county supervisor.
So that's my background. went to UCLA, with a degree in political science. From there, I met a lot of people in the community, especially working with the chambers that was part of my issue area, going out to the community, representing the, the person that I represented. And I met a lot of business owners and that's how I met you, I believe, through Reuben Alvarez who gave me, your contact for a website.
and ever since then, I have been working on my own, because, my daughter. Developed, some sort of a special need. So I had to go into working on my own. So I had a [00:01:00] notary public commission from 22 years ago, so I started using that. so I'm a notary public. I'm assigning agent, and then I'm also a life agent.
So I try to do, as much as I can in the little time that I have, because I do have a daughter who's going off to college. And then my son just started high school, so I'm a busy person. My daughter was so involved with sports, so I had very little time, but I appreciate, the, the time, you know, and I commend business owners because they really, we, we really have to organize our time with the time that we have.
So that's what I do. I also work part-time for an attorney that does estate planning. So I'm his in-house notary public, as well as help 'em prepare the binders for the clients. So that's what I do in a nutshell.
Alan Armijo: Okay. who do you consider your Power Partners? People who give you repeat referral business?
Beatriz Mendoza: Yeah, so it would be, like the realtors, mortgage companies, estate attorneys, and for, just [00:02:00] members in the community who need, power of attorneys and, health directive. So I do a lot of those individual, you know, in the community from, again, people from the chamber say, Hey, Beatrice is a notary.
She can do, she can notarize your health directive, she can notarize your power of attorney. And I've been really busy currently with Notarizing power of attorneys. so, those are my repeat partner, customers.
Alan Armijo: Okay. who do you find yourself giving leads to or needing resources from?
Beatriz Mendoza: Needing resources from leads to?
So, you know, a, a lot of people ask me for, if I have any referrals for attorneys, for realtors. And, yeah, I guess that's, that's pretty much it. And, and also, nonprofits, there's, as you probably know, when you're in the community, you learn about a lot of nonprofits and they always ask me, Hey Beatrice, do you know where I can, send my client?
They, they, they're short on rent, where can they go? Because I work for, le for legislative members. I know about a lot of resources in the community, like, where do you get food? Where do you get diapers? Where do you get up with rent? So I, I, I refer a lot of [00:03:00] people to nonprofits, to attorneys, and to, you know, those different kind of, community organizations.
Alan Armijo: Okay. Answer.
Beatriz Mendoza: Yeah.
Alan Armijo: Great. Great. any questions for Beatrice?
Guy Shurki: Are, are you bilingual question, Beatrice, do you, oh, sorry. Go ahead Tom.
Tom Di Leo: I was gonna say, are you bilingual?
Beatriz Mendoza: I am definitely bilingual. Equally, my Spanish is perfect. I write it, I read it. I, I, in every job that I've had, like with the legislative members, I used to work with the Spanish language media. So I can write press releases, I can write with, you know, articles.
So yes.
Tom Di Leo: Okay. Sometimes when I get a Hispanic client who, who needs a bilingual signing, I'll, certainly keep you in mind.
Beatriz Mendoza: Thank you.
Johnny Garcia: But do you speak Spanglish?
Beatriz Mendoza: I speak Spanglish, yep.
Johnny Garcia: So you're trilingual. Got it.
Alan Armijo: did, do you have a question guy?
Guy Shurki: Yeah. Beatrice, do you work with [00:04:00] nonprofit organization or, 'cause we, we are an IT company that specialize in nonprofit organizations, so I think it's gonna be an interesting, interesting thing to meet you. Okay.
Beatriz Mendoza: Yes, definitely. So, after I worked for government, I started working for a state senator back in 1999, so that was a long time ago, and they go in and out of office.
So that's how I worked for three of them. I used to be the, I don't know if you you remember me saying this, but I was a CEO of the YWCA of Orange County.
Debra Armijo: Oh, okay, great.
Beatriz Mendoza: It's in Fullerton. And I did that, right before COVID. Unfortunately, I had, I had to let go of my staff and then I had to let go of myself, so.
Guy Shurki: Oh, wow. Okay. Tough one. All right. Well, I appreciate that. Thank you.
Beatriz Mendoza: You're welcome.
Alan Armijo: So I was right. You do do a lot. You even, are you still even running for a school board position?
Beatriz Mendoza: No, I'm actually running for, the school site council at my son's high school. So I'm still, you know. Involved just in my, my, my kids' education.
I've always been on the [00:05:00] PTA, the school side counselor. I was a chair, so I'm running, in this new high school to be a a school side council member. They're in charge of allocating the extra funds for the students. Like where do, what do we pay for? And, you know, it's, it's more than the PTA, it's, it's managing the, the money of the school.
So that's what I'm running for.
Alan Armijo: Okay. Well if, if you need, your students, our classes need ties. We have a lot of ties to give away. We go and mentor them and show 'em how to, not the tie, give them their first tie if they've never had one. And, that's our Power Tie Giveaway part part of Power Partners.
Beatriz Mendoza: Oh, nice. Thank you. Good to know.
Alan Armijo: Okay. All right. Let's go on. as a reminder here, just we're recording this, these sessions, if anybody wants, doesn't wanna be recorded or edited out, just let me know. Anything that you mention here, is confidential. If you want it to be, we'll edit it out, including you completely if you need, if need be.
But the reason we do record it is because we are becoming more and more highly, highly reliant on Johnny's [00:06:00] ai. We see that the, content that we get from these meetings, from our podcasts are very helpful in making these introductions and, kind of catching leads that might've been dropped or connections that, might've been dropped, when I review these.
So, we, we, do see a value in building a knowledge base of Power Partner USA members. Even if you leave Power Partners, your information stays. if you do a chat GPT search on yourself, like,I'll take Phil as an example, you know, is there a, podcast by Phil Kerian? talking about estate planning, he should come up in the Power Partners, USA podcast.
So, same with Beatrice. So, you know, same with Mark. So, that information, not necessarily the information from the meetings, but, oh, they call me when I'm, not necessarily the information from these meetings, but, let me ask Johnny real quick. If I put a, a, [00:07:00] a, a file, a transcript of, say a meeting in the backend of the ai, will it, will it just be searched in the knowledge base?
When or has it become public? Nope. It's unique to your knowledge base only. Okay. So there are ways to keep, information private within the knowledge base, but, I just, I still need to get more training from Johnny on that. But, yeah, if you want it
Johnny Garcia: in public, there's, yeah, there's other ways to do if you want it public,
Alan Armijo: but all this information we just got from Beatrice, nobody's gonna remember that necessarily, unless they took notes or call her directly.
but it is recorded and it will be there, Beatrice. So, for me especially to, to, refer to and connect you with people. So, that's that. let's go to, James Cleveland. I met James on LinkedIn. he liked one of our posts, actually the post about, windows 10 to 11, guy. And when talking with Guy and,on the podcast and, I just had a conversation with him, told him about Power Partners.
Saw [00:08:00] that he's got a very interesting company here in Long Beach. So, James, why don't you, introduce yourself. Thank you.
James Cleveland: first and foremost, I'm a family man. So got, my wife, she's a big fancy landscape architect, does major projects all over Southern California, Northern Texas, et cetera. So anybody ever needs a world class landscape architect? so we've we've got one of the best. and I got three kids, eighth grade, sixth grade, second grade.
Yeah. And, so I've been doing business in Long Beach, you know, for some 30 years through a company. My parents originally started, so they got in early in investment real estate. I went to USC, so I got an architectural degree and I have an architectural license. We also have a general contractor's license, and we also are designated brokers.
So we've more or less adapted our business model into doing everything, design, build, and management. We're [00:09:00] particularly focused in Long Beach all the way down to about Newport Beach. And I don't really care to drive more than an hour for a project. And so that's one of our basis here is, you know, we have good, tremendous live work balance.
We have five staff in office, and then we have five additional staff that are remote that do everything from business development and marketing, you know, and then of course all the architectural tools you can possibly imagine. So, rendering videos, walkthroughs models, and just down to simple 2D you know, vignettes.
So, you know, architecture for architects is always gonna be their passion. but there are people occasionally who need some general construction support and we prefer to say no, then yes. But if there's a learning opportunity, if there's a really good reason to support this client, 100%. One on board. So, you know.
And it, and it sounds shallow to say, but you know, net [00:10:00] net is never our driving force. You know, we stay busy, we keep our crew rolling and, you know, we like to support, you know, the families who need us. so again, we're called C two mod. We got a couple other companies. You know, we do like special purpose LLCs do we manage and operate our real estate through.
But C two MOD is our, is our core business model, and we are downtown right near the intersection of ninth and Atlantic.
Alan Armijo: Okay. who, who are your Power Partners? Who gives you repeat referral business in, in, in the areas that you just described?
James Cleveland: Yeah. So obviously our properties that we manage, they're a key source for us. So, you know, we have a piece of ownership there. So we like to say we are our own best client. so that, that is one way.
we do a lot of referrals through like if plumbers or contractors, if somebody needs a quick sketch or needs a vignette. But we're primarily business to consumer [00:11:00] B2C. we've done a bunch in the retail, we've done arbor shops. If you guys have ever seen 99 barber shop in Southern California, we've did all those.
we've done some drawings for pizza companies and everything like that, you know, kitchens. But generally speaking, right now we like to focus on multifamily apartment buildings and supporting new investors or seasoned investors. If we need to do a model, if we need to do some form of upgrades, if we need to look at how do we start an acquisition or a purchase of a new, multifamily, you know, we're pretty, You know, 30 years. So pretty seasoned at that. And architects are not a great client for us. and general contractor would be a great client for us.
Alan Armijo: Right. So like, just to clarify like the, the, the professional service, like a contractor, another contractor or that, like would call on your service because, you know, I was talking about giving you a lead for, a doctor who's building an office and you know, they [00:12:00] already have an architect, or somebody, I mean a designer doing it, but, they should, they should get to know you anyway, right?
Whether you get a project from them or not, just another contact. Right.
James Cleveland: We like to, you know, so relationships are, are most important. Again, revenue is not a motivator, you know? it's. So if the client has a need and we have a good rapport and you know, we see an opportunity to really help them solve a problem, we will 100% be there. but I think what is frequently happens is people tend to want the bottom line, their bottom line focus.
And so the people will, you know, host a walkthrough of a new project. There'll be four or five contractors, they're kind of milling around. And, and that's not a great referral for us because with all of the overhead and all of the experience that we have, we're not gonna be a bottom dollar option. So we, we like to think of ourselves as somebody to come in early, help capture the vision, help really paint it, do the [00:13:00] handholding necessary upfront to really achieve the vision the client wants.
Alan Armijo: Right. Indoors and outdoors. Right?
James Cleveland: Sorry, say that again?
Alan Armijo: Indoors and outdoors.
James Cleveland: Correct, correct. Yeah. We just finished up a, what was about an $8,000 landscape remodel where we did an operable louver pergola, you know, as an outdoor living room with a fire pit, an outdoor kitchen. So that one ended up taking us, it took us about nine, 10 weeks to do, and it was a great, great project for a great, great client, and they absolutely love their place.
So it was, you know, absolute pleasure.
Alan Armijo: Okay. One more question from me is like, what resources, do you typically find yourself needing, legal or otherwise?
James Cleveland: So it, we, we do have legal advisors that we've known for quite some time. So if we have to structure an LLC, you know, or, or, or quickly mobilize or get a third party opinion.
That being said, somebody with real estate [00:14:00] expertise who might have an opinion. Would be a wonderful connection. Love to grab coffee, connect and, and shoot over, you know, how we restructure if we're transitioning properties that have been owned, for example, 20, 30 years, how do you restructure an up lake, you know, out of one of these older properties without, you know, major consequence to the original owners.
So, that would be a great conversation. we frequently engage painters, plumbers, and electricians. and, and then we do have some capacity in-house as well, but, but sometimes
Debra Armijo: break that.
Alan Armijo: Yeah. Okay. you, you broke up there in a second, James, but, any questions for James?
Tom Di Leo: do you ever do ADUs?
James Cleveland: Yeah, in fact, we're working on an A DU right now and we recently completed them. And I, I will tell you, it's not as streamlined. As it's made out to [00:15:00] be. Once you have your permit, you know it, it's a great opportunity, you know, you can just build through. But the thing that we consistently run into is one public works wants to know what the water supply, what the demands are, and if you building an a DU and framing, finishing, et cetera, is not complicated.
But if you have to re-plumb an entire site, or if you have to bring in Southern California Edison and the city of Long Beach Electrical Department, and what you thought was a simple, upgrade, they might all of the sudden turn that into a six month catastrophe. So we've done a couple adu, and, and we're certainly happy to help, you know, in particular help create the vision for what best return on investment.
Is it a garage conversion or an attached or a detached? So, yeah, happy to support.
Tom Di Leo: The reason I'm asking is I, I finance ADUs.
Debra Armijo: Oh, great.
Tom Di Leo: So, and I do occasionally have clients who, the reason they're doing the, the reverse mortgage is for an A [00:16:00] DU, so potentially I could refer to you and hopefully, if you have a client seeking financing, I could work on that end.
James Cleveland: Fantastic. Fantastic. do you have the ability to underwrite an at an A DU into an acquisition of a new property, you know, eight units, you know, and you wanna add a garage conversion or a second story, a DU or something? Are you able to get a, a bridge, you know, in, involved in the, in the loan there?
Tom Di Leo: No, all I do is reverse mortgages, that, that's my specialty.
Got it. got it. you know, I, obviously since I've done this so long, I can refer you to someone else, but personally all I do is reverse mortgages.
Alan Armijo: Excellent. Can Jack do, is that something Jack can do? Does anybody know?
Tom Di Leo: Potentially Jack might be able to do it?
Johnny Garcia: Yeah, if you need referrals for, bridge loans or in investment loans, like hard money loans.
I got a laundry list from my flipping days so [00:17:00] I can help you out there.
James Cleveland: Well, love it. As, as long as, you know, we're not putting up, you know, personal residence as collateral. As long as we can underwrite through a business happy to do it.
Johnny Garcia: No, usually it's a, they they gouge you on the rate. Yeah. 20% down 13% rate, you know, and, and a one year term or, or in a one year, term.
It's usually yeah, for the hard. Alright, I'll, but we can
Alan Armijo: always get a non QM too. I'll, I'll reach out to Jack for that, for you. Just, I, I'm surprised he's not on here 'cause he's, he, I thought he'd be on here. But anyway. any other questions for James?
James Cleveland: I did actually, I was thinking about something to Beatrice. You talked about doing power of attorneys and in light of, you know, the recent situation with immigration, we had an idea that we bandied about if there's people in our residences who could be potentially in danger of being removed from their house or if they were potentially in [00:18:00] danger of having their assets taken over.
Can they assign a power of attorney? Is that something you've thought about or done?
Beatriz Mendoza: That is something that I'm doing. Yes. Definitely
Johnny Garcia: living trust, my friend. Everything should be in a living trust. Yeah.
Beatriz Mendoza: The living trust includes the power of attorney, health directive, the hipaa, but separately, yes, I have been doing that.
Phil Shekerlian: And, and let me interject, so not everybody trust. We gotta
Candace Ramirez: connect.
Phil Shekerlian: Everything should be an A trust, not always a living. Trust. The different trust.
Johnny Garcia: Trust, yeah. Sorry, I always default to living. But yes, in a, in a, in a trust, I'm a firm believer that everyone should own nothing. That way no one can take anything from you.
Alan Armijo: what, what are you gonna say, Beatrice?
Beatriz Mendoza: yes, I have been doing those individually in the communities. for example, this next Sunday, I am going to be at a location where, there are volunteer attorneys and volunteer no republics who will be, notarizing power of attorneys for free.
James Cleveland: Really? Well, I [00:19:00] would love to know where that is.
'cause we certainly, I, I've recently sponsored someone, it was my first time sponsoring. but the idea of more protections and, and so the notarization is one thing, but obviously creating the living trust, revocable or unwise, right? That's, you know, that could be 5, 6, 7, $8,000 and that, that might be a,a roadblock for some.
Beatriz Mendoza: Well, for the attorney that I work for, you won't believe it. If it's a single one, it doesn't matter. how do I say this? I have, I have notarized and worked for, probably about three SA planning attorneys. The one that I work for Now, if it's a single, person, individual, it's $1,000. If it's a couple, it's $1,300.
He's very reasonable. And, with previous attorneys, if you wanna leave 30% to Juan and 50% to the other child, and 10, you know, they charge you like five, $6,000. But with this attorney, he doesn't care how much you leave your children if he has to divide it. He is so thorough and great, and he only does,business by word of mouth.
He doesn't do any marketing. That's how great he is. [00:20:00] And inexpensive.
James Cleveland: What, what about the an, is there a, is there, I mean, there's ongoing annual fees probably associated with being the power of attorney. No, nothing. That would be amazing. I've got, I've got at least three, four or five people, you know, tomorrow I could refer.
Beatriz Mendoza: Definitely you should talk. I can have you talk to my attorney. He's great. He's, he even answers the phone, phone calls on the weekends, just to tell you that much. And he, he does the, consultations right there on the spot, so I can definitely connect you and, you know, you can talk to him.
Phil Shekerlian: Is he, is he including asset protection and tax planning into his estate plans?
Beatriz Mendoza: Yep. He's been doing this for 10 years.
Phil Shekerlian: That's really cheap. Then I, I couldn't even come close to doing it that cheap. And, and I'm considering cheap for what I do.
Alan Armijo: Yeah. Beatrice, bring them into Power Partners. We can use more people. any other questions for James? so James, yeah, thanks for,joining us.
what, what do you kind of, and Beatrice. [00:21:00] Oh, we just lost him. Oh, we didn't wrap.
Johnny Garcia: He got his money's worth. So he's gone
Alan Armijo: already.
Johnny Garcia: He got his money's
Alan Armijo: worth
Johnny Garcia: in
Alan Armijo: referrals and now he is gone. Beatrice, let's come back to you. I'm sure you'll come back. you wanted to talk for Joaquin, our other new member who's, has his own printing business.
Beatriz Mendoza: Yes. Joaquin has been in business for 30 years. it's called Bravo Printing, and, he's very well known in the community, for doing invoices. He does invoices for a lot of businesses that still do paper, invoices. He does, a lot of banners for grand openings and just banners in general for businesses, for, faith, faith organizations.
He does a lot of, envelopes for churches, for donations or envelope all, and of course he does a lot of business cards. We're still using business cards when we go to the networking events or chamber events and things like that. so he does a lot of that as well, but he basically does everything printing.
I told him he should come up with a model. If you can think [00:22:00] it, we can print it. That's what I tell him. But yeah, he can print anything.
Alan Armijo: Right. do you have any questions, Debra, about the printing?
no. I'm just looking forward to find out, you know, talk to Joaquin. We actually did for a while, but no, I think we can connect on doing some business together.
Debra Armijo: yeah, we want
with the business cards, you, you hands down people still need them.
Alan Armijo: Yeah, that's for, I mean,
Debra Armijo: even just like the brochure that we did for the group, it's, it's amazing how people just hold onto it. and like how we're gonna use it for this mixer. and actually that's how we kinda got Johnny too.
They grabbed that brochure at a conference and hung and stayed in touch with us.
Alan Armijo: but yeah.
Debra Armijo: Just, you know, 'cause you know, I, I do online and offline and work with printing with our clients. So kind of [00:23:00] see how we can work together on those projects.
Beatriz Mendoza: Yes. And he's very patient. I have to tell you that I would not have the patience to do all the, the work that he puts into a client.
Like, he had a walk-in and he spent like almost two hours just talking to him, okay, what do you want? And do you want, and he got what he wanted. And, I said, Hey, you're not getting your money's worth. Because he spent like almost two hours talking to him about what he really wants. And the, the customer was really happy with what he came up with, with the sign.
And he is been doing it for 30 years. But he gives the, the people the attention, you know, and he doesn't charge him for, you know, what, they talk them basically. But he's very patient in terms of the signing as well. Like he does, I've never seen him get frustrated over a design, you know, he just does it peacefully and with patients.
I mean, he has four kids. He has to be patient
Debra Armijo: well. and also he, he just has a new office space or a new, location. So I was, I would like to someday, [00:24:00] you know, run over there and check it out. Yes, that would be great. Yes.
Alan Armijo: Yeah. Yeah. We could be good Power Partners with you guys on printing.
Beatriz Mendoza: Yes. Thank you.
Alan Armijo: okay, so, Just the other announcement, for people that came on late, just, Jackinsky is our latest renewal, so he, he, renewed for another year, so we're happy to have him. we'll be announcing that, I wish it was on here so we could let him speak about this. Meet, James as well. But,I think I was gonna ask James one more thing when he cut off, but I'll, if I remember it, I'll come back to you, James.
Yeah. So, we're at the, point of our, just a quick question. Did you guys, how did you guys do on the, true false ques questions I gave Yes. Last week for, Jeff Hakeem? Mm-hmm.
I did. Good.
Alan Armijo: Did you guys take the test? The quiz?
Tom Di Leo: Yeah, it was good.
Alan Armijo: I failed. Did you learn anything Tom?
Tom Di Leo: [00:25:00] Actually, I, I pretty much knew what, what he was doing and, yeah.
Okay.
Alan Armijo: Good. Good. Yeah. So we've got, going, coming out for Candace, tomorrow. We'll see how well, you know, Candace for referral Wednesday. Okay. So, let's see here. Let's go to,Tom, do you wanna give us the latest on, let's, you know the members speak, portion of our, our, meeting? Give us the latest or the updates, what you're doing, who you're looking to meet.
Tom Di Leo: I'm looking to meet,trust attorneys. I'm looking to meet financial planners, enrolled agents. I've been having a lot of success with enrolled agents and financial planners. got plenty of realtors I'm dealing with, so, I'd say trust attorneys and financial planners are probably the, the highest priority right now for people for me to meet.
Alan Armijo: Okay. we are looking for more financial planners in the network, if you know of anybody, Tom. [00:26:00]
Tom Di Leo: Okay. I know
Alan Armijo: you, I knew you referred me one guy, but he didn't ever respond back, so, okay. just keep at it. We're, we're gonna be, pushing come September for a lot more members. You'll see. any questions for Tom?
Phil Shekerlian: Hey Alan. Are you open to financial planners outside of the area?
Alan Armijo: Yeah, we're, we're Power Partners. USA, you know, Candace lives in Florida. You know, we can work with anybody who can work remotely or inter, you know, nationally.
Phil Shekerlian: I just met a guy with a New York Life that has all kinds of resources. He's up here in Reno, though.
Alan Armijo: That's fine. Okay. Yeah. We're, we're Power Partners. USA. thank you. anything else to add, Tom?
Tom Di Leo: no, that's it for now.
Alan Armijo: Okay. So you, you want referrals or introductions to these, skilled nursing facilities?
Tom Di Leo: skilled nursing facilities are very good.
Alan Armijo: Yeah. Okay. I'll, I'll work on that because I've been working closely with Arlene on, trying to get placements of in-home care, [00:27:00] personnel.
So anybody who needs in-home care or. People who know anybody, who knows people who can refer out like case managers, social services people. there are good referrals. and then that ties into what Tom does and what Jim does. Okay, thank you. let's see. Johnny, do you have an announcement?
Johnny Garcia: I do. So been working long and hard on this, but we have the new Prism AI 3.0 platform up and running.
We just updated our website to highlight all the different, features and tools, for it. It, for those of you who don't know, the new Prism AI platform. Allows, the Base Pal platform allows our clients to get a smart AI widget chat widget to be embedded on their, what their homepages or their webpages that allows you to [00:28:00] capture, leads.
So basically you're turning your website visitors into potential leads. And then we also have a portal where you can manage those leads in a, in a lead management system, as well as, a section where you can actually generate social media content. And the beautiful part about all this is that there's no technical knowledge you guys need to have.
Even the widget is posted and maintained by us. It's just a JavaScript that you add to the top of your page. and we also use AI to extract all the data, your data from your website, as well as a file folder that we give you access to through the portal on a nightly basis. And then we create an AI knowledge base that, that widget and social media content, or actually any AI tool that you subscribe to, will have access to and then, and be constrained to so that these tools are become basically experts about your business, your services, your products, and we will be able to provide that information to any potential [00:29:00] clients on the front end as well as staff on the back end if you had like policies, procedures, and things of that nature.
So, if you want to know more, I encourage you to go visit Entelligage dot com or Entelligage ai, doesn't matter either one of them. Or if you have questions or whatnot, feel free to schedule a, consultation or a demo and I'd be happy to go through it with you.
Alan Armijo: and I can also demo it for Johnny too, if you reach out to me.
Sure, go ahead. I've been putting through its paces with some of our, our clients and, yeah,
Johnny Garcia: Alan's been my Guinea pig and we were, and one of his clients was gracious enough to be our, our production Guinea pig. So we've been, you know, going through and optimizing this for the last, what now? Four, six weeks now, Alan.
Yeah, no, it's coming along great. It looks good. Yeah. Yeah. So, yeah, we've, we've, we think we've hit something really, you know, this is not just Chad GPT. We've identified that there's a lot of ways that AI can enrich your guys' data [00:30:00] and use ai, AI's intelligence, but your guys' data to really help you, not only capture leads, but convert them too.
yeah, we're real excited about all the tools that are, that we're in developing right now as well, that you'll be able to add onto your platform so that you guys can get more leads and convert them.
Alan Armijo: Okay. So, if we can, so we can get everybody in, reach out to Johnny or myself, regarding, ai, you'll, you'll be hearing a lot more from us, coming soon too.
thanks Johnny. Let's go to Candace. Candace, thanks again for flying in for our meeting, our in-person meeting. why don't you tell us the latest on, take My Tasks?
Candace Ramirez: Yes. So first off, excuse me. It was great meeting, a lot of you. it was a lot of fun. I think it was very informational as well, and over at Take My Tasks, we're just taking care of our, of our clients.
I do want to, give a little bit of an insight, let's say for Guy, for instance, right? We're very transparent, so. [00:31:00] We had, he had selected a VA and it didn't work out with that va. he thought she was great. but unfortunately it, you know, her, her attendance wasn't that great. She got sick, was in the hospital.
And so one of the things that we do at Take My tasks is we replace, right? I actually have another candidate that actually I think is even better. so that's even great, right? But one of the things that why I'm letting you guys know is because, one, we're very transparent. Two, we're gonna do everything to make sure that we take care of our customers.
And so, so yeah, that's one of the things going on. I know, oh my God, why his name was literally on the tip of my tongue, and then it went on. our other client, Jim, was it Jim? Jim, yes, yes, yes. Jim will be returning next month. he, it's basically slow for him during this time. And so next, next month is September.
he'll be picking back up with Take My Tasks, doing lead generation. So we're excited about that. other than that, [00:32:00] we pretty much have, clients that are signing on a daily basis, and fulfilling those roles.
Alan Armijo: Okay. any questions for Candace? I, you know, we're looking to start Candace. kind of a combination of Power Partners and I trust marketing with a list we have with a, You know, outreach lead gen person in September. Okay.
Candace Ramirez: Yep. we are working on that as well. looking forward to that as well.
Alan Armijo: Okay. And then, if you, if that social media manager can get back with us about like, you know, just kind of interested in learning how the social media interaction goes, if somebody can call me on a Zoom.
'cause I'm, I'm, I'm, I'm making these proposals for clients and I, I wanna include, social media, but so, you know, I'm not gonna do the social media posts. we Right, right. To use a combination of Johnny's AI to create the, use the content and then you guys to, to build it [00:33:00] out and post it. So,it's a whole process anyway, so we need help.
Candace Ramirez: Definitely. We'll set that up.
Alan Armijo: Okay. let's go to Mark. How you doing? Mark? what's the latest in the bankruptcy world?
Marc Forsythe: A lot of everything. I, I, I'm sure everyone saw tgis filed. so a lot of these restaurants are struggling with tariffs. just saw yesterday, hotel Laguna now is going into receivership, so hopefully no one has, has any future,summer, summer plans there.
so that's gonna be a problem. But, yeah, bankruptcies are, are, are way up and, and a lot of calls, and, and, hopefully the sub chapter five debt limit gets raised from 3 million to seven and a half million. That's a small business, chapter 11. It's an extremely powerful tool, for individuals and businesses to use the bankruptcy process and a very, cheaper and.
Faster, way to get [00:34:00] reorganized. So,
Alan Armijo: these are these, harbinger, these, these big corporations filing like, you know, RiteAid closing stores, all that stuff. What does that mean?
Marc Forsythe: Well, the bigger bankruptcies have the trickle down effect, right? So you, you got, you know, Rite Aid go down. Well, that means there's a lot of landlords out there, now that have empty boxes.
and then there's, everyone's servicing those big entities. TGIF, all the food vendors, probably a bunch of food vendors are going to be, you know, stuck out, stuck some money. and so, yeah, so the bigger ones have a much bigger trickle down effect. but the bankruptcy courts are getting clogged up by, by the, the Santa Ana bankruptcy judges right now are, are way overworked.
and they're some of their. Decisions are, are based upon their cloud calendar, in my opinion. So, so you gotta be very wary of that when you're filing what you're doing. [00:35:00]
Phil Shekerlian: Does that tend to favor the debtor or the
Marc Forsythe: creditor? it depends on, depends on the situation Bill, right? Depends on what your argument is and what side of the fence you're on.
So, so, yeah, it's, it's, it's busy and I'm having to, I'm having to be pretty tough with some of my, referrals on making sure I getting paid a consultation fee. 'cause you know, I, I provide real advice and sometimes that real advice results in, and no further work for me. So we do not provide free consultations 'cause I'd spend half my day not getting paid.
so, just the way it is. But if you want, if you want good real advice, then send 'em my way.
Phil Shekerlian: And I can, I can confirm that Mark has given very good advice to myself and several other people that I have sent his way. Thanks, Phil.
Alan Armijo: and Mark, yeah, 'cause you know, I mentioned about how we want more content in our, knowledge base, our Power Partners knowledge base, and, I was [00:36:00] wanting to do like quicker audio only podcasts, you know, 20 minutes or so on a subject that you would like to cover, like the latest news on something.
so it, it's not, we're not pulling everything outta you, it's just a certain information and it would just be a phone, call. Would that work out?
Marc Forsythe: Yeah. let's, I, I would love to do a, a very, short one on sub chapter fives is that debt limit gets raised
Alan Armijo: right?
Marc Forsythe: Because I just, I, I'm just a huge advocate of that.
We do, you know, we represent debtors, creditors, all types of. Different players and bankruptcies, but for my debtor clients with under 3 million of debt, and hopefully that gets raised a seven and a half million dollars debt. The, the sub chapter five process is just so clean for a debtor. You don't have, creditors don't vote on a plan.
They can't form a committee. You just have to show disposable income owners don't have to put any money into the business to save their equity interest. It's really just, [00:37:00] it, it's, let's, let's put it this way, if a creditor calls me and says, Hey, this guy owes me money. He filed a sub chapter five. I say, guess what?
You're screwed. So, yeah, so, so anyways, yeah, yeah, I'd love to do something on that, but like, let's wait till that, they're voting on that real soon here on that sub chapter five,
Alan Armijo: debt limit. Who, who's voting Congress. Oh, okay. So when will that happen? I,
Marc Forsythe: I think it's happening very, it's gonna happen very soon.
They've been taking a lot of testimony on it, A lot of, congresses doing a lot on it. They, they raised it. The, you know, the debt limit was originally 3 million,in 2019, right before COVID. And then for COVID, they increased it to seven and a half million. And then, but it has sunset, and then it reverted back to the 3 million, and now they're talking about bumping it back up permanently.
Well, mark, can I ask you a question?
Guy Shurki: Yes. how'd that affect the housing market, all those bankruptcies? [00:38:00] Does it have any, like with individual homeowners that going to go bankrupt and start selling their houses? Well, it depends on how much
Marc Forsythe: equity, they have. You know, I mean, so if a, if a, if a, if a guy, someone owns has a lot of equity in their house, there's only so much equity they can, they can,protect.
It's increased quite a bit now it's, in Orange County, now it's protective to over $700,000 of equity. But I have, I have one, individual Ryan deal. I'm dealing right now. He has 1.2 million of equity and he has an SBA loan. but that's personally guaranteed. But the SBA has not filed a lien on his house.
And so, I'm going to create a controversy with the SBA and settle with them, so that they can then record a lien on the house and, and, and, you know, basically reserve that equity for the SBA so that when he, if he files a personal bankruptcy, [00:39:00] he's not gonna have to sell his house. I know it's a little complicated, but there's a lot of different strategies.
But to answer your question, it really depends if, if how much equity you have. If you have a lot of equity and, and I think the reports are that quite a few people have zero mortgages on their homes. and if it gets to a point where there's personal guarantees kicking in there, there's gonna be people out there forced to sell their homes, to pay off that debt and they'll be able to keep 700,000 of equity, but the rest is gonna go to the creditors.
Got it.
Phil Shekerlian: Appreciate it. Thank you. And if you get ahead of it and you do the planning before you get into trouble, I can protect every single penny of equity in your home. I don't care if you live in a hundred million dollars home.
Marc Forsythe: Yeah. So that's exactly when I, I point to Phil, if I had this one guy who has 1.2 and I couldn't figure out how to secure it, like with the SBA was my strategy, then, then I sent him to Phil and, he sets up A-Q-P-R-T to qualified personal Residence trust or something to [00:40:00] basically protect the house.
And then we end up really never filing bankruptcy. and allow the creditors to try to unwind that asset protection vehicle.
Alan Armijo: Okay, great. mark, great information. This is all gonna go into our ai. It'll last forever or until the laws change.
Johnny Garcia: Okay. Are gonna be awesome for the knowledge base. 'cause most people are gonna just ask questions like, you know, Hey, I need bankruptcy help, you know, and then you Well, no, I, I use
Alan Armijo: it, I use it differently.
I use it more in depth, but,
Johnny Garcia: well, I'm talking about something in the future, but
Alan Armijo: whatever. Oh, but no, it's great information for me and it's good to know that Congress is actually doing something. So,
Marc Forsythe: yeah.
Alan Armijo: It's all right. So,what, and, you know, say Johnny, like what he said, basically just gave me the questions for the podcast.
So it saves me a lot of time as I can use that. On top of that, let's go to Miguel. Miguel Bravo from Comerica Bank.
Miguel Bravo: Yeah, hi folks. so just a quick update, in the, banking industry. So [00:41:00] industry-wide right now, across the bank's a good time. They're very competitive right now with rates as far as deposits go.
so you may wanna revisit, your current, bank situation, see if your bank has any offers or promotions going on right now. industrywide, it's very, all banks are trying to capture more deposits. so that usually tends to lead to higher, interest rates when it comes to like money markets or CDs.
So if you haven't had a banker review your, your particular accounts or any offers that they may have, I highly suggest you reach out and just go back and re revisit your portfolio. Like I mentioned right now, the landscape's very aggressive as far as acquiring deposits for,most banks at the, at the moment.
So, Yeah, that's pretty much, it's just an update for the banking right now.
Alan Armijo: any questions for Miguel?
Mr. Miguel? Like my CD's, maturing on Saturday. Do I come in on Friday or Monday?
Miguel Bravo: Monday. Okay. Monday.
Alan Armijo: Mm-hmm. and, we need quarters. [00:42:00] All good.
Debra Armijo: I'll see you later.
Alan Armijo: We'll stop in later. so, seems that full service bank over there. okay. Let's see, who am I missed? Okay, so we just got Phil, Phil's our last, guest here.
I guess. Charles, I mean, did you do guy? Hi. His phone like burned out. So, Phil, how you doing? What's the latest? New nor organization.
Phil Shekerlian: Yeah, so for those of you that don't know me, I'm a, I'm a wealth and legacy attorney, so I do everything from basic estate planning to high level tax and asset protection planning, helping people start and exit their businesses.
and then we do trust admin and probate as long as there's no fighting. big thing right now, you know, the one, one big beautiful bill that just came out has some huge changes. there's some great tax provisions in there, and it's allowed us to do some very creative tax planning strategies.
Instead of focusing on estate planning or estate tax planning for a lot of clients, we can now focus on reducing income [00:43:00] taxes as well as, capital gains taxes. there's something called qual, qualified small Business Stock election, and you used to be able to get a $10 million free capital gains when selling your small business stock.
Now that's up to 15 million. But we can, set up irrevocable trusts if you have more than 15 million in gain. And each irrevocable trust can own import part of the stock. So you could sell a business for hundreds of millions of dollars and not pay any capital gains on it. Same with real estate. we can do things along those lines for that.
salt taxes, state and local taxes. We can set up irrevocable trusts where you can, the, the limit was just raised from $10,000 cap to 40. but for some of our clients, that's still a big problem and we can set it up so each irrevocable trust gets a $40,000, deduction. for most of you, you probably have a small business like a an S corp and if you have an S corp, you get a 20 20% deduction under sec section 1 99 A.
But that phases [00:44:00] out at certain income limitations, it's a couple hundred thousand dollars and if you make more than that, you don't get the discount. But if you set up an irrevocable trust that owns a portion of your business, then you can keep that phase out from becoming an issue and you can have a full 20% deduction on your entire business.
So that's been really, really helpful. you know, we've been able to, to help with capital gains tax for people when they die rather than at state tax because the exemption's so high. and then asset protection, high net worth clients, people that drive nice cars or own businesses, you know, everybody sees them as being rich and wants to sue them, and so they got a giant target on their back and it's not so much.
Tax savings that they're worried about anymore, it's being sued. And so if people come to us before anything happens, we can build a fortress around all of your assets and make sure they're protected. But if you come to me with your hair on fire, I can, the best I can do is make some speed bumps. Hmm.
Alan Armijo: on that 20%, that's, is that, that 20% is [00:45:00] off the gross amount that, that the small business makes?
Phil Shekerlian: Yeah, it's, it's off the gross, which is fantastic. It's not off the net, so it's an even bigger discount. And so if you make a hundred thousand dollars, you, you start your deductions at 80,000 rather than a hundred thousand.
Alan Armijo: Isn't that in place now? It is
Phil Shekerlian: however, the, the phase outs have changed and now there's the opportunity to set up non-grant or trusts where you can, again, have portions of your business owned by, different irrevocable trusts and make sure you stay under, under those phase out levels.
Because once you hit, and I can't remember the number off the top of my head. there were so many things in the big beautiful bill, but once you hit that level, I wanna say it's like two 50. then you don't get that 20% discount anymore. It's a little bit less and a little bit less till it completely phases out.
And so if you're ranking say, 500,000, what you can do is you can have half the business owned in an irrevocable trust, half in your name, and both of you can stay under that 250,000 [00:46:00] limit and get the full 20% deduction.
Alan Armijo: Okay. any questions for Phil? I have one more question. like, you know, I've listened to your team's, podcasts, seminars.
They're very informational, but it's way, there's a lot of them. Yeah. Like, but like the, the. It's way over my head. It's like if you, if you and Mark were talking shop, like, I wouldn't be able to understand. So it's like, you know, I, I guess it goes to say that we need that expertise in these situations, whether it's prior to getting in trouble or after getting in trouble because it's not, this is not a do it yourself thing, right?
Phil Shekerlian: Absolutely not. None. None of the stuff that I do is a do it yourself stuff. Even basic trust. I mean, I'm sure Beatrice knows, probably 90% of my business is fixing bad trusts. You know, Alan's had experience with how complicated trust can be as well. And, and there's a lot of estate planning attorneys out there that are garbage.
Their, their trusts will [00:47:00] actually hurt the clients more than it will help them. And so we fix those all day long.
Johnny Garcia: Hey Phil, do you guys also deal with, or work with, small business owners who are looking to get investment?
Phil Shekerlian: yeah, you know what, I'm not out there finding the investors, but I work on the contracts and making sure that Oh, yeah, I got the, the control remains where it needs to be.
Johnny Garcia: Yeah. I got it. I got some investors that I'm doing, I'm in the middle of a round right now doing safe notes, but now I have a bigger investor who wants to a significant, and I'm just kind of like, crap, I really don't know what I'm getting myself into here.
Phil Shekerlian: Yeah, absolutely. There's a lot of tax consequences and liability consequences and, and who's going to, who's gonna have that target on their back?
Johnny Garcia: That's the little bit that I've discovered. That's why I asked. I'm like, oh, I should probably ask him.
Phil Shekerlian: Yeah, absolutely. Gimme a call. Be glad to give you free consultation.
Johnny Garcia: Yeah, yeah. Oh yeah. And if anyone wants to invest, let me know. We're still taking safe notes.
Alan Armijo: Oh. Oh, I was looking at the wrong [00:48:00] clock. I thought it was 12.
12. It's only 1204. We've done pretty good for time here today. Deborah, I haven't talked, we haven't heard from you yet. What's the latest of the iru marketing?
Debra Armijo: Well, we have ongoing projects. We're, I wrote a list here, especially with Power Partners, ongoing with, Arlene at OptionOne Care, working with her marketing material and promoting, well, you're working, work, getting, contacts.
Valerie small project with her, but also she gave us a great referral for the doctor that's. building her own medical little medical center and we're doing the, the website and logo and, and then that'll continue on to other material marking material and, always ongoing with Johnny on, the Murphy beds, et cetera.
Mm-hmm. one thing I would like to say about that, with his,it's, I'm really impressed with the system. It's the, the website that needs to be cleaned up and always updated a new,info on it. Get rid of old data. [00:49:00] So that's, that's one thing that it's gonna help us with our clients. Oh.
Johnny Garcia: AI optimization, baby.
It's a whole new industry. Right? Let me,
Debra Armijo: one more, let me finish. Go ahead. Go ahead.
Johnny Garcia: And
Debra Armijo: then, ongoing,Michael Bach, the video, Wolf Wolfgang. He, we're doing, he, he referred us to Rancho Alamitos. So we do the website, so that's ongoing, kind of maintenance, updating some stuff. They handle it themselves pretty good, but they always need a little bit of help on something.
And, yeah, you know, just, I also need to, myself, need to listen to the latest podcasts, on, on the, the new podcast and always working on Power Partners, updating that info. So Alan's the upfront for, IRUS and the project manager. I'm the, I'm behind the scene doing the graphics, so, but. If you wanna see our work, we have a great portfolio on irus marketing.biz, and I think I have it laid out pretty nice, where you [00:50:00] can go to different sections, print websites, things like that.
Alan Armijo: Yeah, we, we, and Irus Marketing, we've been spending a lot of time with clients getting into their websites and, Debra mentioned cleaning them up, but the nowadays searching is going through ai. So your website really needs to be current and accurate and informational because, the way people are searching is changing.
So it's a form of SEO just by updating your website and making it, you know, your, your blog articles, everything. So this is why a lot of this content's gonna help us and Power Partners as well, but. We'll go into, client websites and, and really start from building their website content back up because it'll pay off, as people start to use chat, GBT and Gemini and all these perplexity to do their search.
like I said, you know, search yourself on any of these, you'll come up, your podcast will come up and, just kind of shows that, that, you [00:51:00] know, we are promoting you inside and outside the network. and hopefully, you know, we never know if that turns into a lead for you. It's hard, it's impossible to track for us, but, you know, that's a benefit to you guys.
so your, your information is, is out there. This information's out there. It's all, it's all for the benefit of our members. anything else? Anything else, Debra, any questions for Debra?
Debra Armijo: No, I've updated the Power Partners website too, so always
Alan Armijo: Why don't you mention about LinkedIn and, and reminding people to follow us.
Debra Armijo: Yeah. You know, everybody's on LinkedIn. If you're not, you can get an account. It's pretty easy. But just try to connect with, everybody. 'cause the information is, is constantly coming up with Power Partners promoting you, and then it's really easy to, like it and repost it.
So that helps out a lot too.
Alan Armijo: Yeah. Okay. any [00:52:00] last comments before we close out? I think, John, if you can stay on, I just wanted to ask you a couple questions about your, your affiliate program.
Johnny Garcia: Yeah. Oh, I should have told everyone about that too. Patrice has a question next. Yeah. Metrice. What, what's, what's your question?
Beatriz Mendoza: Well, it's not really a question, but, it's a, an offer, specifically, well, I guess for, for everyone. But, for Tom, if you've ever thought of doing any like, presentation type or, seminar, we have the facility at SoCal Financial. the limit is probably 120, I don't know, but we have a location and if you need me to interpret, I can interpret and invite Spanish speaking people as well who, because I think that their lacks information about reverse, mortgage in the Latino community.
So, our center is there, is called the SoCal Financial. It's in Buena Park, and we'll be glad to, lend you the facility except Wednesday nights and Saturday mornings, which is when we have our trainings. So the facility is there for [00:53:00] anyone, anyone involved with Power Partners. We'll be glad to, sponsor the location.
Alan Armijo: Maybe, maybe we can do an event there, like we've done in the past for like at Microsoft, stores. We've done events for Power Partners. Maybe we can do something there.
Johnny Garcia: And Beatrice, to that point too, just to let you know, our Prism AI platform is, multilingual. In other words, we can, for the Spanish speaking community, they have questions or stuff regarding the presentation or any of your guys' products or even just those things in general.
it will translate it all into Spanish for them so they could search it whenever, they want on top of the, stuff that, that you guys offer.
Beatriz Mendoza: Oh, great. I was thinking about you when you were talking about what you were saying because the, trust attorney I work for, we're, we're, they submit the, questionnaire and then we go into chat GPS to tell it what to give us.
But we need more of that. We need to fix something about that. So, do all that. Yeah.
Johnny Garcia: Yeah. We do custom solutions too. Yeah. The platform is just a base [00:54:00] platform to get you started, but you can add tools or we create custom ones for you too.
Beatriz Mendoza: Okay. Thank you.
Alan Armijo: Okay. Unless anybody has anything, to say. I think we're good.
Thank you for your time today. have a good week, rest of the week and we'll see you next month.