Personal Money Matters in the News
 

Articles & Press Releases:
  • Article by Katherine DeWitt published in -
    Generations - Silver Industries; Winter 2004-05 issue - the quarterly Journal of the American Society on Aging
    "Daily Money Managers Help Elders with Financial Chores"
     
  • NY Times Special "Retirement" Section; April 12, 2005
    Article: "Their Specialty? Anything Gray" by Elizabeth Pope
    The article profiled several businesses that serve seniors. Personal Money Matters, LLC was one of the businesses profiled.
     
  • Senior Market Advisor, May 2005 - For information on the field of financial gerontology, the May 2005 issue of the Senior Market Advisor,(www.SeniorMarketAdvisor.com),contains an article, "A New School of Thought", which provides a good overview of the program offered by the American Institute of Financial Gerontology,the organization that confers the designation, Registered Financial Gerontologist, to those who successfully complete the program. This knowledge gained from this program is invaluable to those professionals working with seniors and their finances.
Seminars & Programs:
  • Fairfax AOA - Caregivers Consortium - many seminars on money management and financial organization
  • January, 2010 - St Matthews United Methodist Church
  • October, 2009 - George Mason University
  • April 2009 - Palisades Village
  • February 2009 - Lifetime Learning Institute
  • September, 2005 - "Decomplicating a Complex Financial World"; Area Agency on Aging; Purcellville, Virginia
  • February, 2005 - "Decomplicating a Complex Financial World"
    Ginger Cove; Annapolis Maryland
  • November, 2004 - "Managing in Today's Financial World"
    Ballard Senior Center; Annapolis, Maryland
 

HOME CLIENT BENEFITS CLIENT RELATIONS EXPERIENCE AFFILIATIONS CSA? ARTICLES CONTACT
 
© 2010 Personal Money Matters, LLC Website by www.gr8memories.com