FINANCIAL PLANNING AND INVESTMENT BACKGROUND

• Attendance at over 20 investment and financial planning seminars and short courses sponsored by a variety of groups in the Statesboro GA area, 1988 - present date.
  
 
• Participation in a number of BetterInvesting classes in Atlanta, Macon, and Savannah, Georgia, and Greensboro, North Carolina, and at many regional and national BetterInvesting and InvestEd events, 1993 - present date.
• Completion of Women’s Financial Information Program I and II, 1993 and 1996, respectively (WFIP courses are AARP money management programs particularly geared toward helping women make responsible financial decisions).

 

• BetterInvesting's Thomas E. O'Hara Award 2009.
• Outstanding Service Recognition, InvestEd 2008.

• BetterInvesting's Growth Company of the Year Contest: Third Place, 2003.
  
 
• BetterInvesting's Growth Company of the Year Contest: Second Place, 2002.

• Coastal Georgia/South Carolina Chapter nominee for BetterInvesting's O’Hara Award, 2002, 2009.

• Finalist (top 5% nationally) in Money Magazine’s “Best Personal Financial Manager in America” Contest (1994; first and only contest).

INVESTED

• Member, InvestEd Visibility Committee, 2007-date
• InvestEd Team, 2008-date
• Program Layout, 2009-date
• Board of Directors, 2009-date

• Participation Regional and National Conferences (including Director/Volunteer/Leadership Training):


• CompuFest national conferences: 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006 (last conference - these evolved into InvestEd conferences)
• InvestEd conferences: 2007, 2008, 2009
  

BETTERINVESTING

• Member 1993-date

• Coastal Georgia/South Carolina Chapter, Director (1998 - present):
  
 
• Charter Director
• Charter Vice President
• President (2005 - 2008, 2009 - present)
• Acting President (2004, 2008)
• Vice President (1998-2001, 2002 - 2004, 2008)
• Coordinator for Better Investing Seminars (2003 - present)
• Newsletter Editor (2000 - present)
• Chapter Webmistress (2004 - present)
• Director of Club Relations (2004 - present)
  
• Instructor for classes/workshops (1998 - present):
• “Introduction to Investing” 
• “Criteria for Stock Selection”
• “Stock Selection Guide”
• “Adding Judgment to the Basic Stock Selection Guide”
• “When to Sell”
• "Analyzing Annual Reports"
• "Stock Screening"
• "How to Form an Investment Club"

 

• Investment Club Visits:
  • Summerville Ladies Investment Club, Augusta GA
  • Magnolia Investment Group, Augusta GA
  • Assets Unlimited, Hilton Head SC
  • Dollar and Sense Investment Club, Mt. Pleasant SC
  • Dow Investment Club, Perry GA
  • Getting Ahead Investing Now (GAIN) Investment Club, Statesboro GA
  • Harvest Time Investment Club, Vidalia GA
  • Landings Investment Club, Savannah GA
  • Late Start Investment Club, Statesboro GA
  • MMM Investment Club, Savannah GA
  • Money Talks Club, Sun City SC
  • Nasdames Investment Club, Statesboro GA
  • Okatie Investment Club, Sun City GA
  • Osprey Nest Egg Investment Club, St. Mary's GA
  • Purse Strings Investment Club, Hilton Head SC
  • RISC Investment Club, Statesboro GA
  • Seeds of Wisdom Exchange Investment Club, Hephzibah GA
  • Shekels Investment Club, Statesboro
  • SPLIT Partnership, Hilton Head SC
  • Women Earning Billions (WEB) Investment Club, Statesboro GA
  • Women Investing Now (WIN) Investment Club, Statesboro GA
  • Womens Investing Club, Rock Hill SC

 

• Chapter delegate to regional and national training seminars (1998 - present).
• Investment Club contact (visits to clubs, phone and email consultations with club officers, etc.) (1998 - present)

• Participation Regional and National Conferences (including Director/Volunteer/Leadership Training):


• National Conventions: 1995, 1996, 1998, 1999, 2000, 2001, 2002, 2003, 2005, 2006, 2007, 2008, 2009
• CompuFest national conferences: 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006 (last conference - these evolved into InvestEd conferences)
• InvestEd conferences: 2007, 2008, 2009
  

• Participation in BetterInvesting Regional Director Meetings and Training Programs: 1999 - present
  

• Women Investing Now (WIN) Investment Club (1993 - present)


• Charter Member (1993 - present)
• President (1995 - present)
• Investment Committee (1993 - present)
• Audit Committee (1993 - present; Chair 1994-1995, ex-officio 1995 - present)
• Financial Sector Committee Chair (1993-1995)
• Stock Monitoring Committee (1993 - present)
• Watch List/New Company Study Coordinator (2003 - present)

• Better Investing Seminars Presentations:

• "Starting an investment Club," New Life Worship Center, Hephzibah GA, March 13, 2008.

• "A Better Investing Seminar: How's Your 403(b) Doing?," Southern Academy of Women in Physical Activity, Sport, and Health, Rock Hill SC, October 5, 2007.
  
• "Becoming a Successful Lifetime Investor," Charlestown United Methodist Church, Screven County GA, May 27, 2006.

• "Becoming a Successful Lifetime Investor," Statesboro Regional Library, Statesboro GA, February 2, 2006.
  

• “Becoming a Successful Lifetime Investor,” Money Talks Club, Sun City SC, November 9, 2004.

• “Becoming a Successful Lifetime Investor,” Bulloch County Extension Office, Statesboro GA, June 28, 2004.

• “Becoming a Successful Lifetime Investor,” Georgia Southern University (for students), Statesboro GA, February 24, 2004.
 

• “Becoming a Successful Lifetime Investor,” Statesboro Regional Library, Statesboro GA, February 5, 2004.

• “No One Cares More About Your Money Than You Do,” Southern Academy of Women in Physical Activity, Sport, and Health, Gatlinburg TN, October 17, 2003.
 

• “Youth Investing,” Georgia Department of Education, Business Education Teachers Summer Workshop, Warner Robbins GA, June 12, 2003.
 

• “Becoming a Successful Lifetime Investor,” Georgia Southern University (Workshop for Human Resources), Statesboro GA, May 29, 2003.
 

• “Becoming a Successful Lifetime Investor,” Statesboro Regional Library, Statesboro GA, February 27, 2003.


• “Becoming a Successful Lifetime Investor,” Georgia Southern University (for students), Statesboro GA, February 26, 2003.
 

• “Becoming a Successful Lifetime Investor,” Georgia Southern University (Workshop for Human Resources), Statesboro GA, February 13, 2003.
 

• “Becoming a Successful Lifetime Investor,” CORE Credit Union, Statesboro GA, October 24, 2002.
 

• “An Introduction to Financial Fitness,” Joint convention of Southern and Eastern Districts of the American Alliance for Health, Physical Education, Recreation and Dance, Baltimore MD, February 14, 2002.
 

• “An Introduction to Financial Fitness,” Georgia Southern University (Secretary’s Day), Statesboro GA, April 25, 2001.
 

• “An Introduction to Financial Fitness,” Southern Academy of Women in Physical Activity, Sport, and Health, Memphis TN, October 13, 2000.
 

• "An Introduction to Financial Fitness,” Georgia Association for Health, Physical Education, Recreation and Dance, Jekyll Island GA, April 10, 2000.
 

• “Investment Clubs: Getting Started,” Florida Association for Physical Education of College Women, St. Augustine FL, April 26, 1998.
 

• “Fiscal Fitne$$: No Longer a Male Domain,” Florida Association for Physical Education of College Women, St. Augustine FL, April 24, 1998.
 

• “Money Management Tips,” Pilot Club of Statesboro, March 19, 1998.
 

• “Fiscal Fitne$$:  Breaking Investment Barriers for Women,” Southern Academy of Women in Physical Activity, Sport, and Health,  Louisville, Kentucky, October 25, 1997.
 

• “Investment Clubs: What They Are and How to Become Involved in One,” a series of two presentations to the community, sponsored by Statesboro Regional Library, Statesboro GA, July 8 and August 4, 1997.
 

• “How to Start an Investment Club” programs for a number of new clubs in Statesboro and Savannah GA areas (1996-present).

Last updated: August 10, 2009