Dr. Helen Harkness

Career loss resulting in financial chaos strikes when least expected! So become financially prepared! You need a plan, a process and a system for saving, investing and keeping out of debt!

Former CDA client, John Murray of 818 Group, LLC, and special guest Keith Chapman of Chapman Wealth Management will present.

Maximizing and Protecting Your Wealth
Using the Innovative Ideas of the LEAP SYSTEM®

They will discuss the following critical points and much more:

• How stock market volatility may erode your wealth
• How we are taught to transfer away much of our wealth
• Why traditional financial planning strategies may fail

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Dr. Harkness and staff are providing a two-session career workshop to help teenagers determine their future career direction based on their interests, skills, and current and future workplace needs.

Career Maturity Workshop for Teenagers

These seminars – for children and their parents (the final session) – are designed to teach children and their parents about the critical importance of mapping student education/interests to future jobs. The seminar, which is underwritten by the Career Design Foundation, introduces students and their parents to the concepts of Career Design Associates, a leader in re-careering for adult workers. For the Career Design Foundation classes, Dr. Harkness and her associates are soliciting students and their parents – usually recent high school graduates or incoming high school seniors – to participate in the career workshop series at the Career Design offices in Garland.

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CDA PathFinder Meeting – Confectionary Entrepreneur Mary Louise (ML) Dubay

CDA’s Pathfinder for the Future series is designed to help people move forward in their future careers. Our April speaker is Plano small business owner Mary Louise Dubay, founder of Toffee Treats. Mary Louise is an example of someone who made a 180-degree-shift, leaving the corporate world to volunteer in a non-profit and found her own business.

Her story is based on a family tradition. The holiday season always found Mary Louise with her Grandmother watching the pot as the secret family recipe toffee cooked away. Throughout the years she continued the family tradition of making holiday toffee, adding a few of her own special ingredients to the golden, buttery candy along the way. Out of this experience – and with inspiration from those who tasted her holiday treat – a business was born.

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Sara Agritelley to Present at CDA Pathfinders Meeting

Former CDA client Sara Agritelley currently serves as a Supervisor of Benefits Service Center at Milliman – an international actuarial consulting firm specializing in employee benefits.

Sara is using her knowledge of – and passion for – the investment & financial planning fields to coach & inspire others to do the same. She started as a Benefits Representative assisting individuals with their 401k accounts & quickly moved through the ranks to be promoted to a leadership role within the division.

Sara spent 12 years raising her family, and was able to utilize Dr. Harkness’ knowledge and services to relaunch her career. Prior to taking time off to raise her family, Sara spent 17 years in the financial services industry.

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Our February speaker is noted human resource executive and coach Bill Behrendt, who joins us to talk about re-careering in his own life. He’ll also talk about futures in the health care field. Dr. Harkness met Bill when he took her Career Coaching class at UTD.  He has completed this certification and moved to a very high level in the field. He is now planning the next step in his career.

Bill most recently served as Vice President for Human Resources at the University of Texas Southwestern Medical Center in Dallas, Texas, where he was responsible for all “people” issues at the Medical School, and its University Hospitals and Clinics.

Bill’s recent accolades include the 2015 “Talent Development Champion of the Year” by Skillsoft, and the “Top 10 Breakaway HR Leadership” Award from the Global HR Summit in 2011. He also received the 2014 Strategic HR Leadership Award from Strategic HR Excellence, and was winner of the 2012 “PRISM” award for Excellence in Coaching from the International Coach Federation – N. Texas Chapter.

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Date & Time: Thursday, January 7th, 6:30 pm

Location: CDA Offices in Garland

All are invited at NO CHARGE to gain this very timely information!

Anne Barr presents a seminar called “Business Ownership Options”, and Anne believes her seminar would be of benefit to anyone looking to explore business ownership and how to go about it. In addition, it is educational in nature and not sales oriented.

The seminar is jam-packed with information on all three options, and Anne will go over questions to ask – do’s and don’ts, how to find the right fit for your personality, personal and financial goals and your available funds. She’ll also talk about how to find funding for the acquisition.

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