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DTSTART:20210914T153000Z
DTEND:20210914T170000Z
LOCATION:Hope Valley Country Club
UID:2097120210914T153000ZDurham-Orange Estate Planning Council Lunch Meeting
DTSTAMP:20260524T155209Z
DESCRIPTION:\n DURHAM-ORANGE ESTATE PLANNING COUNCIL MEETING\n \nTUESDAY, SEPTEMBER 14, 2021\n \n11:45 A.M. --- 1:00 P.M. \n \nHOPE VALLEY COUNTRY CLUB -- DURHAM\n \nSPEAKER: Teri Rogowski, CFP®, CSA\n \nCertified Senior Advisor TM\n \nDaily Money Manager\n \nPRESENTATION TOPIC: "ADDITIONAL FINANCIAL OVERSIGHTS FOR SENIORS"\n \n \n \n\n \nTERI ROGOWSKI has over 30 years experience in the financial industry.  She spent most of her career working with individuals and families to help them prepare for and fund their financial goals.  She earned the CFP® designation in 2004.  She earned the Certified Senior Advisor designation in 2019.\n \nTeri was widowed at a young age with 4 small children.  Entering the financial business, she recognized a need and became impassioned to educate and empower women.  She has presented numerous classes and seminars over the last 20 years in the Triangle area.\n \nAfter retiring from a major financial firm, she launched a business to serve people that need or want someone to oversee the daily tasks of paying bills and keeping their financial lives organized. Her clients are often widowed, divorced or going through a physical challenge or illness.\n \nDue to the realization that so many people are thrust into assuming the role of family financial caretaker with little or no experience she recently wrote and published “Peace of Mind for Money Matter$”.  The book is based on personal experiences as well as those of clients to educate and empower individuals on basic financial terminology and practical suggestions. The book gained a number one new release ranking on Amazon.\n \nShe is a member of American Association of Daily Money Managers, Durham/Orange Estate Planning Council and National Association of  Productivity and Organizing Professionals\n \nteri@day2daypersonalfinancial.com\n \n[https://day2daypersonalfinancial.com](https://day2daypersonalfinancial.com/)\n \n919.357.0178\n \n \n \n \n
SUMMARY:Durham-Orange Estate Planning Council Lunch Meeting - Durham Orange Estate Planning Council 
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