NOME Leadership Summit June 2, 2015. Dana F Potts, CFP ®, CLU ®, ChFC ® Financial Advisor 105 E...
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Transcript of NOME Leadership Summit June 2, 2015. Dana F Potts, CFP ®, CLU ®, ChFC ® Financial Advisor 105 E...
NOME Leadership SummitJune 2, 2015
Dana F Potts, CFP®, CLU®, ChFC®
Financial Advisor 105 E First St Ste 102
Hinsdale, IL 60521 Office: (630) 986-8600
Professional Background
Economics Professor: Chicago Hope Academy; Fenwick HS;
Hinsdale Central HS
Medical Professionals Financial Planning Presenter:
ConferencesAmerican College of ER Physicians
National Medical AssociationWomen in Surgery Career Symposium
Residency Programs Cook County Hospital, Chicago, IL Florida Hospital, Orlando, FL George Washington University, Washington, D.C. Henry Ford Hospital, Detroit, MI Hinsdale Hospital, Hinsdale, IL Illinois Masonic Hospital, Chicago, IL LaGrange Hospital, LaGrange, IL Morehouse School of Medicine, Atlanta, GA Provident Hospital, Chicago, IL
Qualifications
EducationB.A., Cum Laude, Accounting and Finance, Olivet College
B.A., Cum Laude, Communications, Olivet College
Designations & Certifications:
CERTIFIED FINANCIAL PLANNER™ (CFP®)Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
My Mission"My charity is to inspire the current generation to make a financial and charitable difference that lasts for new generations to come..”
SECURITY
FINANCIALHARMONY
stimulates
FINANCIAL WELLNESS
WORKER PRODUCTIVITY