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Wi$eUp: Financial Planning for Women

  • 07 Mar 2013
  • 5:30 PM - 7:30 PM
  • State Farm Regional Office, 2500 Memorial Blvd., Murfreesboro, Tn 37129
  • 38

Registration


Registration is closed
                     

                                              
                 Sponsored by:  
      

              
                Presented by
 Keynoter, Author and Trainer
Gail Perry-Mason,
First Vice President and Senior Director of Investments,
Oppenheimer and Company,
Grosse Pointe, Michigan


      Would you like to have multiple streams of income?

         Establish your own personal Board of Directors?

   Learn how NOT to run your household like a nonprofit?

   Find out how to balance your household and budget

                                             at the same time?

Limited Seating!  Sign up early!

If you’d like answers to these questions plus more, don’t miss Gail Perry-Mason, brought to RutherfordCABLE thanks to the generosity of State Farm, to talk to us Thursday, March 7, about women and finance.

Perry-Mason, First Vice President and Senior Director of Investments at Oppenheimer & Company in Grosse Point, Michigan, is well-qualified to share her own story, and what she’s learned over the years, with us.

First, Perry-Mason learned what she knows the real way:  through living it.  She also made sure she educated herself, studying at Eastern Michigan University while working full time. 

Perry-Mason said her first fruits of financial knowledge were from her own mother.  “My mom said, ‘Have a joint account with Jesus at the credit union that only you and Jesus know about.’  That was my financial literacy growing up.” 

But she knew that wasn’t enough.  Her first job was a receptionist, then a secretary, and then on to become a respected financial advisor and coach.  Today, she advises clients and is a published author.

 Perry-Mason has overcome the odds:

  • Began life in foster care
  • Labeled “special needs” ;  couldn’t walk or talk at first
  • Adopted by a loving mother
  • As a full-time receptionist, studied on her own at night to take the licensing exam to become a financial advisor, via a photocopied textbook
  • Took the risk, booked a hotel for her first seminar, speaking to more than 200 people that night and opening several accounts
  • Now a mother of three sons, all well-educated
  • Now a respected trainer, speaker, author and advisor
  • Volunteers one day a week teaching economic empowerment and life skills to high school students
  • Named one of Detroit’s Most Influential Women in the Financial Industry by the Women’s Informal Network
  • Founder and Director of the Money Camp for Teens and the first Youth Investment, Inc.
  • “Girl, Make Your Money Grow” became a #1 bestseller
  • Member, leader and officer in many local organizations and nonprofits
  • Recipient of Professional Business Woman of the Year, Crain’s 40 under 4
  • Her mottos:  “Success Benefits Others First,” and “Opportunity Doesn’t Happen Without Sharing.