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Pocket Change, Winter Issue 2013

Pocket Change, Winter Issue 2013

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Published by Future CEO Stars
Pocket Change, Winter Issue 2013
DFLI
Pocket Change, Winter Issue 2013
DFLI

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Published by: Future CEO Stars on Feb 17, 2013
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02/17/2013

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Winter 2013 - Issue 1
Winter 2013 - Issue 1
Brought to you by . . .
Brought to you by . . .
Supported by
Supported by 
DFLI is a not-for-profit 501(c)(3) organization
DFLI is a not-for-profit 501(c)(3) organization
Pocket Change
 Pocket Chang
 Meta takes top honors 
 
Pocket Change Winter Issue
 Hi Everyone,It’s hard to believe 2012 is now history. It was a productive andbusy year or DFLI.I fnally met many o you whose names I have been reading on ourMoney School and Purses lists or years. I saw old riends and metnew ones at the spectacular FAB Purses to Portolios Conerencesupported by Citi Foundation. Tis years was truly a Purses eventthat was:
F
or Women -presented to over a thousand women and the men in their lives
 A 
bout Women – topics ocused on women’s unique fnancial needs
B
y Women– all emale keynotes and dozens o women’s agency exhibitorsSo many o you joined me in calling the 2012 Purses Conerence the best ever.Tere were very positive comments about our 6 nationally-recognized speakers:Mary Caraccioli, the Money Confdante and our very own money coachCandace and Ginita, who created wie.org and Money ClubsLynette Khalani-Cox, who shared her ormula to Zero DebtJean Setzand, who spoke on the topic Planning or Retirement at ANY Age!Olivia Mellan, who shared strategies or dealing with money and relationshipsto achieve Money Harmony  A number o you said, “I wish I could have attended all 4 sessions.” We tried a new ormat, giving participants the opportunity to participate in 2 o 4 very special, extended sessions that we are unable to oer in the regular Money School schedule.From your comments, we know you would like to hear these speakers again.Te most common concern: Why isn’t this conerence an annual event? With DFLI’s small sta and its huge dependence on volunteers and unders to keep theevent ree, a conerence in the even years works best. But stay tuned or lots o new topicsand events in 2013…Te Money ClubHouse, new this year, was a popular lunch spot. Many o you stopped by to learn more about the clubs and took the opportunity to talk personally with Candanceand Ginita. We had the opportunity to honor Meta McGhee and Paulette Sullivan Long. Meta andPaulette were the frst to reach the prestigious 500 hour Platinum Portolio, which includedsignifcant volunteer eorts to DFLI and Te Money School. Sadly, Paulette passed away beore the Conerence, but she knew she had reached her goal. In her memory and herhonor, this level was renamed Paulette’s Portolio and was awarded to Meta and Paulette.(Money School instructor Alisha Adams accepted the award in Paulette’s honor.) Meta  was the recipient o the Sandra A. Varano Golden Purse Award, (named in memory o another devoted Money School student.)In closing, I send thanks to all o you. You make my work at DFLI meaningul, rewarding,and un. You all contribute to making Te Money School a community o learners in a statewide school without walls. Warm winter wishes or a happy, healthy, prosperous year… 
Ronni 
2012/13 - Issue 1
2012/13 - Issue 1
Pocket
 Pocke
Change
Change 
 
In This Issue..
In This Issue..
.
.
3 In The SpotlightMary Caraccioli4 Student Loan Repayment6 In The SpotlightCandace Bahr & Ginita Wahl 7 Delaware State Housing Authority 8 In The SpotlightOlivia Mellan 9 A Clear Financial Future for Delaware Consumers 10 Chasing The Dream11 Stand By Me 12 In The SpotlightLynette Khalfani - Cox13 Increase Your Buying Power14 5 Things Every Woman Needs to know about SSBen Shamburger16 In The SpotlightJean C. Setzfand17 Westend Neighborhood House18 Most Popular Baby NamesErin Donahue19 Portfolios Conference20 Back To School ... Already?Karen Graham26 Meet The Staff 
 
$$$
Pocket Change Winter Issue
3
Options Counseling is a new service available as part o the Delaware Aging andDisability Resource Center (ADRC). Te Delaware Division o Services or Aging and Adults with Physical Disabilities (DSAAPD) received ederal unds to developan ADRC. Te ocus o the ADRC is to serve as a “one-stop shop” or anyone withquestions or needs or services or people with disabilities or who are aging. Tethinking is that it’s better to ask questions and make plans beore a crisis develops. At the crisis point, your time is limited and you are stressed. So, i you see that yourmother or grandmother or husband is aging and starting to have some problems with maintaining a home or caring or themselves, or is about to be discharged roma hospital ater a serious illness that has let them more limited, call and investigateyour options to support their desire to remain in the community.Most people, when asked, would like to continue living in the community they are amiliar with, even when they acquire some limitations that might make thata challenge. Call the ADRC at 800-223-9074 or e-mail us at delawareadrc@state.de.us or view our web sites at www.dhss.delaware.gov/dsaapd or www.delawareadrc.com or inormation about how to address your particular concerns. opics addressedrange rom services in the home to living wills to Medicare issues to adapting yourhome to accommodate someone in a wheelchair, to name just a ew. An additional service we oer is called Options Counseling. I you eel it would behelpul to sit down with one o our case managers to ully discuss the range o options, we are able to do that. Call and request options counseling and the caseworker will setup a convenient time to sit with you and answer questions and review your options soyou can make the best decisions or your loved ones. Tere is no ee or this service.
The ADRCandOptionsCounseling
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