Irene E Stolte

[OPERATING UNDER THE DBA NAME OF HORIZON WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; EDISON, NJ; START DATE: 10/2014] [Rutherford Adult School Informal Class Instructor; Teaching a 10 hour course over a 4 week period. This course is an SMRU approved seminar and is my primary prospecting activity for NY Life and Eagle Strategies business; Rutherford Adult School, 56 Elliott Place, Rutherford, NJ 07070; Start Date 10/2018; Role/Title: Educator/Instructor; Investment Related; 15 hours per month; 0 hours per month during securities trading hours;I will present the SMRU approved seminar material to the class of approximately 15-20 students. All students are registering directly through the adult school. I expect to conduct 2 to 3 session] [NJAIFA-NAIFA; Industry association for life insurance and financial advisors - they provide educational opportunities, information related to insurance industry; 2901 Telestar Ct., Falls Church VA 22042; Start Date 08/2014; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Membership Chair - State Board NAIFA NJ help to recruit new members and coordinate with local membership chairs for recruiting and retaining new members} [Rutherford Adult School Informal Class Instructor; Teaching a 10 hour course over a 4 week period; Rutherford Adult School, 56 Elliott Place, Rutherford, NJ 07070; Start Date 10/2018; Role/Title: Educator/Instructor; Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [BNI International - Summit of Success Chapter; referral group; 400 Southern Blvd, Chatham NJ; Start Date 10/2018; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [Family Options ; Non Profit Adoption agency and counseling center ; 3350 State Highway 138, Bldg 2, Suite 121, Wall, NJ 07719; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Board member - oversight of executive director and staff - ensure spending within budget guidelines - quarterly board meetings] [MDRT - Million Dollar Round Table ; Industry association of insurance and financial advisors ; 325 West Touhy Ave, Park Ridge, IL 60608; Start Date 12/2023; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Committee member to help drive member engagement - outline resources available to members - work with committee members to identify speakers for MDRT meetings and conferences.]