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2008 Schedule
March 20th
Financial Wellness…Financial Balance
Sheraton Hotel and Conference Center
Burlington VT
March 21st
Financial Wellness
Blue Cross Blue Shield
Montpelier VT
March 24th
A Healthy Financial Perspective to Your Child
Shared Ventures
Conference Call
To sign up request their newsletter and they will send the details
March 25th
Spending and Debt: Stretching You Paycheck Creatively
University of Vermont
Employee Wellness Workshop
April 1st
Investments: Investing in Today’s Economy
University of Vermont
Employee Wellness Workshop
April 8th
Retirement and Beyond: What You Need to Think About Now to Enjoy the Golden Years
University of Vermont
Employee Wellness Workshop
May 30th
Voices of Vermont
University of Vermont
Alumni Reunion
2007 Schedule
January 18th
Establishing Your Business as Healthy and Sustainable
Teleconference
January 26th
Financial Success and Stability:Five Tips for Women
Yankee Dental convention
Boston, MA
This workshop presents five essential tips for women that will help them simplify their financial lives, define their needs, and build for a better future. Women will learn to identify key points to improve their lives forever. This workshop offers new financial behaviors that work for today’s women. Participants will leave with concrete steps to financial success and stability.
Fashion Speak for Your Finances: Your Financial Wardrobe
Gain a new perspective from this “shopping spree” of new information. Everything from spending and credit card debt to loans and investments will be discussed and clarified. Participants will be able to plan their finances in a simple and understandable system and have fun along the way. Put on your new financial wardrobe today!
February 8th
Looking for Employees: What You Need to Know
Rutland
March 1st
Looking for Employees: What You Need to Know
Newport VT
March 26th 7pm
“Spring Cleaning for Your Finances”
Lincoln Library, Lincoln, Vermont
802-453-2665
March 29th 7pm
“Beyond Salary: Benefits, Bills and Loan Pay Off”
Catholic Center, University of Vermont, Burlington
802-864-8403
April 11th 10am
“Dealing with Your Money in the Golden Years”
Lincoln Library, Lincoln, Vermont
802-453-2665
April 12th
Retirement Planning for the Small Business Owner
Teleconference
2006 Schedule
March 9th
“Financial
Wellness for the New Healthcare Professional”
St Joseph’s School of Nursing Career Fair
St Joseph’s Hospital
Nashua,
NH
March 31st
“Money
Lite”
Life Laughter and Endless Possibilities Conference
North Country Women’s
Health Conference
Balsams
Resort
Dixville Notch, NH
May 6th
“Financial
Wellness for Your Business”
Chiropractic
Alliance Network
Portland,
MA
June 3rd
“Financial
Health and Power in Your Financial Life”
Women’s
Business Owners Network
Vermont
State Conference
Trapp
Family Lodge
Stowe,
VT
July 17th - 26th
Personal
Financial Planning for Life
Summer
University
University
of Vermont Continuing Education
Burlington,
VT
October 25th
Financial
Fitness for Professionals
Saint
Anselm’s College
Manchester,
NH
October 25th
Empowering Women Via Financial Wellness
Manchester, NH
Marianne Farrar, RN, Tel: 603-642-2178
October 28th
What a Difference Ten Years Make
Where we were , where we are, and where we are going. As we have changed, financially, the world has also changed over the past 10 years. Learn some solid financial tips and understand key economic factors that affect you as you prepare for the next 10 years of your life, your family, and your retirement.
Randolph VT
To register:
http://leahy.senate.gov/vermont/business/WC2006/index.html
Tuesday, November 7, 9 a.m. – 12 p.m.
Wellness for Health Care Professionals
Raymond NH
November 9th
Financial Planning 101 for Your Business
Teleconference
November 16th
Looking for Employees: What You Need to Know
Every Small Business Owner could use help to make their company flow smoother. The questions are: How to hire? When to hire? What do you need to know before you have an employee? This class explores the financial and employment issues that you need to consider in anticipation of bringing someone on board.
Montpelier
December 7th
Looking for Employees: What You Need to Know
Brattleboro, VT
2005 Schedule
January 29th
"Spiritual Retirement"
Yankee Dental Convention
Copley Square
Boston
February 5th & 12th
Creating Financial Peace
for Individuals
Bristol, Vermont
February 8th,
15th & 22nd
Creating Financial
Peace for Couples
Bristol, Vermont
February 19th & 26th
Creating Financial Peace
for Individuals
Burlington, Vermont
March 8th
“Live Your Life, Manage Your Money”
Women of Whistler
Whistler,
British Columbia
Canada
Saturday, March 19th
Creating Financial
Peace for Small Business Owners
Bristol, Vermont
March 23rd
“Reading Financial Statements for Your Non-Profit”
Burlington,
VT
April 27th
“Matching Your Vision, Values, and Finances”
St. Michael’s
College
Colchester, VT
October 11th
“Financial Wellness for Your Organization”
Rutland, VT
Sponsored by Vermont Alliance of Non-Profit Organizations
www.vanpo.org
2004 Schedule
January 31st
"Financial Planning for your Business"
Yankee Detal Convention
Copley Square
Boston, Massachusetts 11:30-1:30
February
"Live
Your Life, Manage Your Money" - Yankee Dental Congress
Location & Date to be announced
March 18th
Getting Married Financially
Four Week Course for Couples
UVM Campus
Burlington, Vermont
September 17
"Money Lite"
Vermont Women & Money Conference
Wyndham Hotel
Burlington VT
For more information:
www.vermonttreasurer.gov
November 1st
“Money Matters In Leadership
and In Life”
Family, Career and
Community Leaders in America
State House, Montpelier, VT
November 9th
“Live Your Life, Manage Your Money”
University of Vermont
Vermont Family Business Initiative
Essex Inn
Essex, VT
2003 Schedule
April 25th-28th
"Bridging the Gap:
Building a Fee Based Practice"
Metropolitan Life Insurance Company National Conference
Nashville, TN - Date to be announced
May 16th - 18th
"How
Much Joy Can You Stand?" - Co-presenter: Suzanne
Falter-Barns
Rowe Conference Center - Rowe, MA - Date to be announced
2002
Schedule
February 2nd
"Live
Your Life, Manage Your Money" - Yankee Dental Congress 27
Copley Marriott - Boston, MA
March 23rd
The
Money Conference for Women
Sheraton Boston - Boston, MA
March 27th
"Basics
of Money Management"
Shelburne Museum - Shelburne, VT
April 14th
"Bridging
the Gap: Building a Fee Based Practice" - Metropolitan Life Insurance
Company National Conference
Caesar's Palace - Las Vegas, NV
April 15th
Women's
Panel - Metropolitan Life Insurance Company National Conference
Caesar's Palace - Las Vegas, NV
April 20th
"Spiritual
Retirement" - Women's Business Owner's Network
Queeche, VT
April 29th
"Investing
for Retirement Today" - B. F. Goodrich
Vergennes, VT
May 1st - 3rd
Individual
meetings with B. F. Goodrich Employees
Vergennes, VT
May 8th
"Investing
for Retirement Today" - B. F. Goodrich
Cedar Knoll, NJ
June 12th
SBA Awards Ceremony
Vermont College - Montpelier,
VT (4 to 7 p.m.)
2001
Schedule
April 13th-15th
"How
Much Joy Can You Stand?" - Co-presenter: Suzanne
Falter-Barns
Rowe Conference Center - Rowe, MA
June 1st
Vermont
Businesses for Social Responsibility Conference
Burlington, VT
July 20th-22nd
"How
Much Joy Can You Stand?" - Co-presenter: Suzanne
Falter-Barns
Kripalu Retreat Center - Lenox, MA
September 20th
"Investing
in Today's Economy" - The New England Business Expo
Worcester Centrium - Worcester, MA
October 27th
"Investing
Basics" - The Money Conference for Women
Whites of Westport - Westport, MA
"Retirement becomes a threat
when we exclusively look at money as the goal," claims financial planning
expert Christine Moriarty. Her unique approach softens retirement to a
holistic, well thought out process rather than a cut off point in our
lives. She calls her method "spiritual retirement"; a system that does
not exclude the money we need, but uses it as a piece of the puzzle to
building this new stage of your life. So while learning about money, we
will learn about its interconnectedness to our whole life.
She invites us to explore
the people, places, and things that have a space in our retirement plan.
According to Christine, it is never too early or late in your career
to start this process. The insights, ideas and exercises are designed
to support your creation of a satisfying life today and a better understanding
of your life tomorrow.
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How
Much Joy Can You Stand?
Everything You Need to Know to Create Your
Dream
Suzanne Falter-Barns & Christine Moriarty |
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Whether you know it or not,
you were born with something - or many things - to create that are unique.
Allowing such creativity to happen is the source of some of life's greatest
joy. Unfortunately, many of us 'let life get in the way' instead of
seizing that creative dream, that joy, and making it happen in our lives.
Author Suzanne Falter-Barns and financial coach Christine Moriarty will
show you how to connect with your dreams and passions and make them
a vital part of your life. Connect to the spiritual roots of your dream.
Being connected to your roots enables you to move through the day-to-day
pressures, responsibilities, and obstacles that have kept you feeling
powerless. We'll explore how to make your dreams come to life, or even
become a successful business.
More than just an inspirational
weekend, this workshop will give you concrete tools to turn your dream
into reality. Using hands-on creative exercises, plus journaling, meditation,
and a variety of other tools, Suzanne and Christine will help re-ignite
your creative spark and put that vision to work in your life. You'll
learn what makes your own creative process tick, and how to make the
time for your dream. Learn how to balance your life's work with your
present job, set up your dream for financial success, and create a critical
support network. This Easter weekend is an opportunity to transform
the rest of your life.
Christine Moriarty has an
MBA in Entrepreneurship and is a certified financial planner who has
been living her dream of having a private practice in Vermont for the
past ten years. A lively, witty, and wise woman, Christine's coaching
practice is dedicated to helping individuals manage their finances so
they can achieve their dreams. She also teaches entrepreneurship at
the University of Vermont and has led workshops for corporations nationwide
on personal financial planning. Suzanne
Falter-Barns is the author of "How Much Joy Can You Stand?
A Creative Guide to Facing Your Fears and Making Your Dreams Come True",
a One Spirit book Club Main Selection. Suzanne's web site is www.howmuchjoy.com.
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