Hello Friends,
We had a great group of ladies at the May luncheon. Elizabeth Keller of CliftonLarsonAllen took us through key principles and tips for living one’s professional and personal life from a position of strength. We talked about successes that could be gained from recognizing and focusing on what we do well. It was discussed that while we so often put great emphasis on ways to constructively improve ourselves, it is easy to lose sight of each person’s many gifts.
Join us June 20th for the next luncheon where we will discuss “Vacation Tips and Tricks”. Where are you headed this summer? We’re going to talk about how we approach vacation planning and execution to ensure we create indelible memories with family and friends. Bring your favorite tips and tricks to share with the group! Register now! And mark your calendar to meet for good times and good food at Mimi’s Café in Friendly Center EVERY third Thursday of each month from 11:45 am to 1:15 pm. The luncheon is $10 for NCACPA members, and $15 for non-members.
Warmest,
Paula
Paula S. McMillan, CPA/PFS, CFP®, CGMA, Collaborative Financial Advisor / Retirement Expert / Women’s Advocate. A Senior Financial Advisor with Stearns Financial Group, Paula chairs the NCACPA Triad Women’s Initiatives Group. Paula serves on the AICPA’s PFS Credential Executive Committee. She has created AICPA podcast series on retirement planning and women’s financial empowerment. She serves on the Society for Financial Service Professionals’ Foundation Board. Paula is also an active member of the Financial Focus for Women, Greensboro Estate Planning Council and NAPFA. Paula has been published and quoted in national and local publications, including AICPA’s The Tax Adviser, Kiplinger’s and The Business Journal and is a TEDx presenter for TEDxGreensboro on the topic Retirement: Longevity and Security. Paula regularly speaks to professional organizations, industry organizations, professional firms, civic organizations and businesses on the topics of Social Security, Retirement Planning, Financial Empowerment for Women and Financial Wellness. In addition to NCACPA Connect, connect with Paula at https://www.linkedin.com/in/paulamcmillan/.