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Success Is About Four Things: Money, Time, Relationships, and Service

Success Is About Four Things: Money, Time, Relationships, and Service

A wise man once told me that we all have just Four Legacies to leave future generations. The first legacy is Financial Freedom. This involves spending less than you make, investing the balance, and creating a bigger life, not necessarily a bigger lifestyle. The second legacy is Time Freedom or the ability to take time for yourself and others. This leads to the third legacy which is Relationship Freedom and the desire to build solid, long-lasting, engaged relationships. And lastly, the first three can’t help but lead to Service Freedom – and we’re all here to be of service to one another. Let’s get started...

Money Freedom

Money Freedom

Money Freedom is elusive for most people. It’s because society has taught us to want everything we want, and believe that we can have it right away. We’re a 24-easy monthly payment society and it’s the root cause of the economy today. Money Freedom doesn’t have to be elusive... in fact, it can be closer than you think. The key is playing the game we all play with money by the rules of winners, not of losers. It’s about changing your mindset. Ready to play The Money Game to win?

Time Freedom

Time Freedom

Time Freedom is more than how many days off a year do you have. It’s about having the ability to create efficiencies within your life that allow you more free time to do what you wish. It’s about realizing that there are aspects of what you do that you can outsource to other people and new technologies. And most importantly, time freedom allows you to pursue what you really, really deep down want to do. And what might that be...?

Relationship Freedom

Relationship Freedom

Relationship Freedom at its’ core is adding more value to other people than you can possibly ever expect to get in return. It’s the philosophies behind books like The Go-Giver, Never Eat Alone, and How To Win Friends And Influence People. And at the heart of Relationship Freedom is a P.O.W.E.R. that most people never get to fully access. Give me one hour of your time and you’ll know exactly how to access it...

Service Freedom

Service Freedom

Service Freedom is a very simple concept. It’s the idea that we are all placed on this earth to be of service to one another in some way. While it’s true that each of us has a very unique set of skills, interests, hobbies, and values, our uniqueness is the gateway to help other people achieve everything they want to achieve. The challenge is achieving the first three legacies in order to live in Service Freedom forever. Those that do, never ever want for money, time, or relationships. Interested...?

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Money-Smart Women PDF Print E-mail
Monday, 23 March 2009 09:28

An impressive line-up of speakers and topics await the money-smart women who attend! Register Today!

Investing Smarts...Women, Money & Power

Karen Drancik is a Vice President with the Institutional Sales division at Neuberger Berman. Her responsibilities include developing and speaking on a variety of topics relating to women investors. Prior to working at Neuberger, she was a Regional Vice President and Alternative Investment Specialist at Evergreen Investments, where she sold Hedge Fund of Funds, Private Equity, Managed Futures, and Commodities funds.

Karen has more than 15 years of portfolio management and sales experience with such firms as Wachovia and Bank of America Capital Management. Karen is a graduate of the University of North Carolina at Chapel Hill and a member of the National Futures Association.

Building a Nest Egg...Money-Saving Secrets

Dorothy Witherspoon is Regional Administrator of the Women’s Bureau, U.S. Department of Labor, Region VII, which covers Missouri, Nebraska, Iowa and Kansas. One of her projects is WISE-UP, which focuses on women’s financialliteracy/financial security issues.

She previously served as senior program analyst for the region the last nine years and is the recipient of numerous awards,including outstanding service in civic/community activities. Dorothy was selected as a volunteer instructor in the Presidential Classroom Scholars program in Washington, DC. She also served on the board of directors for the Women’s Council, and University of Missouri, Kansas City, MIssouri and Professional Women.

Dorothy received a BA in English/communications from Philander Smith College, an MS in human resource management, University of Utah, and post graduate credits in American Studies at the University of Kansas. She is a graduate of the Women’s Executive Leadership program, USDA graduate school, and is currently enrolled in a doctoral program in management and organizational development at the University of Phoenix.

Hey, Give Me Some Credit Here

Jennifer Broich has been vice president, branch sales and service manager of the Mormon Trek branch office since 2007. Prior to joining the University of Iowa Community Credit Union, Jennifer was vice president, regional customer service manager for Bank of the West in Cedar Rapids and held other positions in the banking industry as well. She began her career in banking in 1997 for Commercial Federal Bank (formerly AmerUs Bank) in Iowa City and rose through the ranks with that bank, which was bought by Bank of the West.

Jennifer is active in her community through Big Brothers/Big Sisters, Riverfest, Home and Builder's Association, DVIP Super Bowl, and a variety of events for University of Iowa.

"I Got This Hot Tip"...Avoiding Scams, Schemes & Swindles

Craig Goettsch is Director of Investor Education and Consumer Outreach/Securities Counsel for the Iowa Insurance Division. He began his work for the Securities Division in 1975 as a securities examiner. a native of Davenport, Goettsch received his law degree, with distinction, from the University of Iowa Law School and is a member of the Polk County and Iowa Bar Associations.

Goettsch has served as President of the North American Securities Administrators Association (NASAA), has served on several committees, served on the Board of Directors, and currently chairs NASAA’s Uniform Securities Act Project Group and Corporate governance Project Group. He has served on several task forces of state securities regulators to negotiate multi-state settlements, as an adjunct professor teaching securities law at both Drake and Iowa law schools, and as secretary for the Iowa JumpStart Coalition for Personal Financial Literacy.

Goettsch is a founder and trustee of the Investor Protection Trust, a public charity dedicated to investor education.

Investor Differences...Developing A Millionaire's Mind

Joanne Seymour Kuster, an entrepreneur, financial educator and author, founded a marketing communications company four years after graduating from Iowa State University. She is the author of several books, including the award-winning Stock Market Pie: Grandma Helps Emily Make a Million and Entrepreneur Extraordinaire: Grandpa Helps Emily Build a Business. Also known as the Money Godmother®, Joanne speaks and blogs to youth, parents, and mentors about ideas to manage money and create wealth. This session will discuss ideas to help beginners learn to invest.

Joanne was instrumental in bringing Money Smart Week® to Iowa in 2006, has served as president for the Iowa JumpStart Coalition for Financial Literacy, and is a board member for several community organizations and foundations. She is a founding member of the Iowa Enterprise Network and The Center for financial Success, and has been nationally recognized as SBA’s Midwest region Home-Based Business Advocate of the Year.

Getting Organized Financially and Finding Great Investment Help

John Locher has been a financial advisor with Edward Jones for nine years. He received a degree in finance from University of Iowa, and is a designated AAMS advisor. John and his family live in the Cedar Rapids area, where he is active with the local Kiwanis board.

Lindsey Kimm is a financial advisor with Edward Jones in Cedar Rapids. She previously worked on the trading desk for Berthel Fisher and Co. Lindsey earned her bachelor’s degree in finance at University of Northern Iowa. An active volunteer for various organizations in Cedar Rapids, Lindsey and her husband have a young son.

Headquartered in St. Louis, MO, Edward Jones has a network of 10,000+ advisors who cater to individual investors (more than 7 million) in the communities where they live and work.

Taking the Plunge When I'm Scared to Invest...Making Decisions

Adam Carroll is founder of Four Legacies Mortgage, the first socially responsible, education-based mortgage company in Iowa. Four Legacies Mortgage was created to educate consumers on personal finance and help them understand that financial freedom is the first and most lasting legacy you can leave for your family.

Adam is also founder of National Financial Educators, a financial literacy seminar company in West Des Moines. Their proprietary program and book of the same name, Winning The Money Game, has been seen by over 150,000 students throughout the country. In four years, Adam and his team of speakers have helped students create a stronger financial future for themselves while still in school. Adam is co-author of Winning The Money Game, a member of the National Speakers Association, member of American Mensa, and also shares his thoughts through his blog at www.adamspeaks.com.

Finding Investing Confidence...Clues in the Economy

Wade Rousse is the Economic Outreach Specialist for the Federal Reserve Bank of Chicago. Before becoming an economist, Wade was president of Maritime Logistics and a former seat owner at the Chicago Mercantile Exchange. Wade is a visiting lecturer at the University of Illinois-Chicago’s professional MBA program, where he teaches international and macro economics classes.

His Ph.D. dissertation, titled “Trade Openness, Financial Integration and Macro Economic Volatility,” provides him a depth of expertise when speaking to a variety of constituents for his outreach role at the Fed. Wade has been instrumental in growing the Money Smart Week® program throughout Iowa.

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Last Updated ( Thursday, 26 March 2009 02:02 )