EFC Presents: Byron Kelly

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Our Guest Speaker

Byron Kelly

Dr. Brian Garrett

Byron Kelly the “Servant Leader” is a native of California. Born in Los Angeles, moved to Victorville in 1981 and left the High Desert for Navy Boot Camp in July 1995. He’s the 4th of 5 sons of Brother RJ Kelly and Bevera Kelly (both gone on to glory). He and his wife Patricia have been married 25 years. Today, they have 4 adult children and three grandchildren.

He comes to us with a 20-year background in Naval Service where he was an active duty United States Navy Logistics Specialist Chief and retired
honorably in 2015. Throughout his years of service, he managed and accounted for tens of millions of congressionally approved appropriated funds. His role was penny-for-penny asset accountability daily, weekly, monthly, quarterly, and annually. As he planned his exit from the Navy, he knew the financial industry was where he could transfer a majority of skills obtained while active. Byron has an associate degree from Coastline Community College in Business Administration in Fountain Valley, CA, and a Bachelor of Science in Organizational Management, BSOM, from the University of La Verne, California.

In 2011, he became a commissioned CA Notary Public. By 2015 a CA Licensed Realtor and CA Licensed Financial Professional. He has 20 certifications of completion from Defense Acquisition University, DAU, in Contracting and Fiscal Management. Byron’s finance education, certifications, and accreditations are continuously earned through Kaplan Financial.

He’s appointed with top, A-rated ONLY, Fortune 100 – 500 financial institutions. Today he’s licensed in 26 states, 25 of which are nonresident licenses as a Non-Captive, Independent Contractor at World Financial Group, WFG, a Transamerica. Both companies are part of AEGON and are 1 of 9 companies deemed essential to the stability of the global financial system (see Wall St. Journal).

AEGON rang the NYSE Opening Bell on October 3, 2019, and had over $900b in AUM in 2020. Byron believes World Financial Group is a company of destiny and a firm called to reverse years, decades, and centuries of economic injustice. He believes his out-of-uniform mission now is: #NoFamilyLeftBehind

What to Expect

Join us, on July 28, 2024, at 8:15 am (PDT) as financial products expert Byron Kelly headlines an insightful presentation on the complexities of executive compensation in the small business world. Learn about the essential components of executive compensation, effective strategies for small businesses, and key considerations for business owners. Discover how to attract and retain top talent while balancing the financial health of your company.

This informative session will take place at the main Skyline Church campus in La Mesa in Room M-1 above the cafe. Don’t miss this opportunity to gain valuable insights into optimizing executive compensation for your small business.

The format of this presentation will be lecture-style combined with real-time Q&A. We encourage all attendees to participate and ask questions during the presentation.

Those watching remotely through Zoom can ask questions online and our moderator will communicate them to the presenter.

Refreshments are generously provided each week by Arlene Arreola. Donations to help cover the costs are accepted. Additional refreshments will be available for purchase downstairs at the Skyline Café after class. We ask that you exercise good stewardship and help us keep the facility in good order by cleaning up after yourself.

Once the class is officially dismissed, we encourage ongoing information exchange and networking. If you have any questions that did not get answered in class, please email them to us and we’ll either incorporate the responses into a future session or email you back directly.

Mrs. Lasota is a married mother of two who has lived in San Diego since 1980. She became a member of Skyline Wesleyan Church back in 1991 while Dr. John C. Maxwell was still head pastor. Employed as a radiology technician since 1979, she is a mammographer by trade, but also provides caregiving services in addition to being self-employed in different vocations. As a serial entrepreneur, she also owns an online travel website, www.Avicat-Travel.com or www.Avicat.com.

Click the button below to access our archive of presentation materials.

How to Engage

Attend in Person

We meet in room M-1 located upstairs above the Skyline Café.

View Live Broadcast

We meet in room M-1 located upstairs above the Skyline Café.

Watch the Replay

You can watch this presentation on demand on our YouTube channel.

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