Business in Brief
Reading >> Diamond Credit Union recently presented a seminar on the topics of budgeting and credit score to more than 600 Reading High School seniors. The program spanned three days and was organized by the school's career center and also included presentations on other financial and college preparation topics.
Diamond was involved to give these seniors a real understanding of how bank accounts work; budgeting for short‐term, mid‐term, and long‐term goals; and understanding the importance of maintaining a good credit score. Diamond's debt counseling manager, Paul Schwab also shared some "Real Life Repo‐Man" stories to capture the students' attention and reinforce the importance of calling their financial institution if they encounter a situation where they are unable to continue making loan payments.
In addition to Reading High School, Diamond has presented on similar topics to Pottstown and Daniel Boone school districts as part of their personal finance curriculum.
Diamond also offers seminars to local businesses for their employees on a variety of financial topics including Budgeting, Credit Score, Avoiding Identity Theft, Retirement Planning, Home Buying, and more.
For more information, visit www.diamondcu.org.
Kalejta Financial Management names new vice president >> Bill Reif has been appointed vice president of Kalejta Financial Management . As vice president, Reif will act as a valuable resource for the firm's clients.
Reif has 30 years of experience in business financial planning and operations. He has a Registered Financial Consultant (RFC) certification and he holds his master's in business administration. Prior to entering the business world, Reif served in the military as a helicopter test pilot and a logistics officer.
Reif's specialty areas include business succession planning, social security modeling, customized portfolio design and retirement planning.
Kalejta Financial Management, a financial services and insurance firm, has been serving clients in Berks, Montgomery and Chester Counties since 2000. The office is located on West Main Street in Trappe. For more information about the firm visit www.kalejta.com.
Weichert, Realtors Collegeville office collecting pet food and supplies >> Scott Troxel, manager of Weichert, Realtors' Collegeville sales office, has announced that the office is joining forces with the Montgomery County SPCA for the fourth consecutive year to help provide critical provisions needed to care for the animals housed at the shelter.
Through April 1, between the hours of 9 a.m. and 6 p.m., the community is encouraged to drop off the following items at the Weichert Collegeville office located at 409 Second Avenue, Suite 101:
• Gently used /new towels (no blankets or sheets, please)
• Canned and dry dog and cat food
• Rabbit and Guinea Pig food
• Cleaning supplies
• Garbage and trash bags, cleansers, laundry soaps, glass cleaner, etc.
• Small plastic litter boxes (between 8" x 10" and 10" x 12")