Financial Model Blog

Giving back the American Way

 

Photo by Foodguide App on Unsplash

The pandemic has created challenges for a ton of business owners across the globe, but none quite like restaurant owners.  Monarch Wealth Management began initiatives early into the crisis in 2020 and made efforts to spend local and raise awareness to encourage local spending.  This caught fire and a ton of folks ordered food delivered to their home, take our and whatever they could to support these local business owners and help them fight for survival.  When I opened my email from American express and learned of this new program I couldn't help hold back!  What a great way to help give back and keep these places alive!  

We don't promote credit cards or offer them to our clients, but we do get questions about benefits, cashback, and point promotions all the time - and it's hard to deny that these offers are pretty sweet.  We're not just a cookie-cutter money manager or large investment firm flying on auto-pilot.  Our clients want advice and guidance on anything financial that can help.  Take advantage of these, put some money back in your wallet and help out a local business owner fight the good fight.    

??????? In an effort to keep the good vibes flowing this Good Friday I want to start a campaign that will run through the rest of 2021. Restaurant owners have been hit hard and I want to do what I can to help. Below are the details:

1. Read my #FinancialModelBlog post to learn more about the promotions going on right now through various corporations and how you can use those to support local places in your area right now.

2. Vote for your favorite restaurant by using Facebook, LinkedIn, or Twitter and tag Monarch Wealth Management, LLC and the #ROCHESTER #RESTAURANT of your choosing. All votes must be cast by the 15th monthly and I will announce each month's winner by the end of the month.

3. I will commit to visiting the winning restaurant once a week for an entire month. Each month a new restaurant will be chosen based on the votes and I will do this through the rest of the year.

4. I'll also tag a friend to match my efforts each month, post pictures, and tag the restaurant to promote our experience.

??????? This starts now - ready, set, go......

???? I also want to recognize the following organizations for helping with the additional cashback, rebates, and promotions they're running to get things moving.

Americanexpress | Delta Air Lines | Marriott Hotels | Hilton

Take a look at the details from the American Express Website or visit their site for more details. 

CLICK HERE to check out more details or look below for a brief summary of what they're doing!

New Consumer Dining Amex Offers Through 2021

Eligible U.S. Consumer Cobrand Card Memberscan enroll to earn up to $220 in statement credits at U.S. restaurants, whether they dine in or take out through December 31, 2021. Offers include:

  • Delta SkyMiles Amex Offers:
    • Up to $110 in dining statement credits: Delta SkyMiles® Gold American Express Card Members can receive $10 back per month (up to 11 times).
    • Up to $165 in dining statement credits: Delta SkyMiles® Platinum American Express Card Members can receive $15 back per month (up to 11 times).
    • Up to $220 in dining statement credits: Delta SkyMiles® Reserve American Express Card Members can receive $20 back per month (up to 11 times).
  • Hilton Honors “Score More on Dining” Amex Offers:
    • Up to $55 in dining statement credits: Hilton Honors American Express Card Members can receive $5 back per month (up to 11 times).
    • Up to $110 in dining statement credits: Hilton Honors American Express Surpass® Card Members can receive $10 back per month (up to 11 times).
    • Up to $220 in dining statement credits: Hilton Honors American Express Aspire Card Members can receive $20 back per month (up to 11 times).
  • Marriott Bonvoy Amex Offers:
    • Up to $110 in dining statement credits: Marriott Bonvoy American Express Card Members can receive $10 back per month (up to 11 times).
    • Up to $220 in dining statement credits: Marriott Bonvoy Brilliant American Express Card Members can receive $20 back per month (up to 11 times).

Disclaimer: The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Basch Solutions to provide information on a topic that may be of interest. Basch Solutions is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor.

Private Advisor Group and Monarch Wealth Management are separate entities from LPL Financial. Access to BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, FL, OH, TX, NC, SC, IL, AZ.