When: July 20 – 22 10 a.m.- 4 p.m.
Where: Spectrum Financial Alliance, Ltd., L.L.C.
105 Wind Haven Drive, Nicholasville, KY 40356
RSVP: (859) 223-6333 or SFA@spectrumalliance.com
Cost: Nothing! This is our way of giving back. Thank you for your business!
Dear Parents, Grandparents, and Friends,
If your kids are typical, you’ve probably heard them say “I’m bored!” at least a handful of times since summer break began. They’ve been out of classes for a few weeks and now brains have had time to rest. This is a perfect time to introduce and expand on concepts often not discussed throughout the school year! Too many times, life skills are left out of the curriculum and these skills are simply too important not to be taught! It is vital that children’s thirst for knowledge and understanding extend to the concepts and fundamentals necessary for success in the ever-changing global economy. Children should realize the importance of finding their passion in life. That is one of the objectives of our Life Skills Boot Camp, which will put them on the path to future success.
This is why Spectrum Financial Alliance, Ltd., L.L.C. is offering a FREE, 3-day, life-changing boot camp dealing with financial and life issues from July 20-22 and running from 10 a.m. to 4 p.m. We would like to invite your loved ones to what will be a very exciting, activity-filled event! Your children, grandchildren and their friends will benefit from this fun, short summer day camp centered on cultivating the investment knowledge and financial expertise of a new generation.
This workshop will be chock full of the life skills, hands-on training, and vital tools your children will need to prepare them for the pitfalls and difficulties of their financial world and business life. We will be providing your children with lunch every day at no cost to you. There will also be multiple interactive games and team oriented challenges to help cement the information presented. Here is a breakdown of topics that will be covered:
- Dealing with Income and Managing Expenses
- Wise Handling of Assets and Liabilities (Including student loans and credit card debt)
- Self-Organization and Goal Setting
- Using Budgeting for Long-Term Success
- Resume Building and Interview Skills
- How to Negotiate with Adults and Peers
- Qualities Found in Leadership
- Using Investments for Long-Term Success
- Letting the Time Value of Money Work for You
- Finding Your Passion in Life that Leads to Excellence
- And much more….
- For all children in grades 6through 12
- Lunch will be provided at no cost!
If you’re interested in helping others as well, feel free to invite them to this special event. There is limited seating so please respond ASAP to reserve a spot for those who wish to be a part of this excellent event. Spots will fill up quickly! Contact our office at (859) 223-6333 or email us at firstname.lastname@example.org.
Speakers at the Boot Camp:
C. Kelly Buckley, MBA, CFP®, Managing Principal, Managing Director for Asset Management
Kelly Buckley is a Lexington native who grew up on the north side of town. Kelly is a proud Bryan Station High School alumnus and is a member of Bryan Station’s Hall of Distinction. During his time in high school, Kelly was the co-captain of Bryan Station’s football team, 3rd in the state in the pole vault, editor of the newspaper, President of Key Club, President of Beta Club, President of the Kentucky Senate at Boys State, an All-American football player, and had multiple Division 1-A scholarship offers in both football and track. Kelly graduated from the United States Air Force Academy and flew operationally as a combat pilot flying several different airplanes, from B-52’s to F-4’s and F-16’s. In the Air Force he was both an instructor pilot, evaluator pilot, and commander. The core values of the academy are engrained in his everyday life: “Integrity first, Service before self, and Excellence in all we do.” Kelly retired from the United States Air Force in 2000 and is now entering his 29th year as a professional money manager. Kelly has taught college courses at the undergraduate level in Finance, Investment, Macroeconomics, and Banking. Kelly is the founder of Spectrum Financial Alliance Ltd., L.L.C. and acts as the Managing Principal and Managing Director for Asset Management. His hobbies are skydiving, scuba diving, weightlifting, and traveling. He is the very proud father of his daughter, Carolyn, who resides in Louisville where she is a dental hygienist.
Suzanne Shaffar, Estate Planning Counsel
Suzanne Shaffar is an estate planning attorney and a partner of the Lexington law firm, Embry Merritt Shaffar Womack, PLLC. She focuses on estate planning, asset protection, business succession planning, insurance defense and complex civil litigation. She also is an AV-rated lawyer in Martindale Hubbell in Estate Planning and Litigation and part of the 2014 Bar of Preeminent Women Lawyers. She was recently recognized by SuperLawyers as a Rising Star in Estate Planning.
Kevin Stinnett, LUTCF Managing Director for Insurance Services
Kevin is a Bryan Station High School alumnus (Go Defenders) and the owner of Premier Financial Group, where he has been in the insurance and financial services business for 20 years. He is a graduate of Centre College with a BS Degree in Economics and Spanish. He holds the designation of LUTCF (Life Underwriter Training Council Fellow), and is a student of the American College. Kevin serves on the Board of Directors of Big Brothers and Big Sisters of the Bluegrass, Commerce Lexington Economic Development Committee, and Lexington Center (Rupp Arena) Board of Directors. He has also served the past 12 years as an At-Large City Councilmember for Lexington, KY, where he is Chair of the Budget, Finance and Economic Development committee.
Christopher Edney, MBA Senior Portfolio Analyst
Christopher Edney focused much of his high school and college education on pursuing a career in medicine as a trauma surgeon. Working toward this early goal, he attended a medical preparatory high school, and starting in his junior year began volunteering in the emergency room of LSU Medical Center, a Level-1 trauma center. For three years he worked 12-hour shifts nearly every Friday, Saturday and Sunday night. While the work was fascinating, this unforgettable experience showed him that medicine was not his passion, and he began to focus on business courses. He also began studying Japanese, which ultimately lead to a three-year contract to teach English to Japanese students in a small fishing village on the Sea of Japan. From there he moved to Honolulu and earned an International MBA from the University of Hawai’i. Since then he has gained a wide breadth of financial experience in real estate, insurance, banking, treasury management, retail finance and accounting, corporate finance, and investment management and analysis. Christopher is currently working toward earning the Chartered Financial Analyst® designation, and passed the Level I exam in December 2015. When he is not at Spectrum he enjoys spending time with his beautiful wife and two children.
Mike Reich, Lead Coordinator
A recent graduate of the University of Kentucky, Mike obtained Bachelors of Business Administration degrees in both Finance and Management with a 3.92 GPA. He recently obtained his Series 65 license to assist in offering financial advice to our clients and is beginning studying to become a Certified Financial Planner® in the near future. Mike served in the Air Force for six years as an avionics technician on A-10 Warthogs and worked as a contractor for the Army in Baghdad for an additional three years. His experiences offer numerous life lessons on leadership, courage, perseverance, and humor. He also has a background in sales, training, and customer service. Mike has three children ages 14, 10 and 1 and a loving wife of nearly fifteen years. When not at work he enjoys spending time with his family, watching sports, lifting weights and listening to music.
Andrea Webb, Operations Manager
Andrea is an Eastern Kentucky native who found her home in Lexington in 2010. Andrea is the oldest of six siblings and grew up on a small family farm where she rode horses and helped her grandfather tend to his garden. Andrea is an avid sports fan and athlete, playing soccer for over 12 years and being Team Captain both her Junior and Senior years of high school. Andrea began her undergraduate studies at Morehead State University before relocating to Central Kentucky, where she polished her skills in management and administration. Andrea currently oversees all operations, client relations and business administration for one of the largest RIA firms in the Bluegrass. She is primed to complete a degree in Interdisciplinary Social Science at Western Kentucky University, where she studied business development and human resource management. Andrea has utilized her passion of helping others to offer guidance, assistance and support to clients, partners, and friends. In her spare time Andrea enjoys yoga, reading, and spending time with her Papillion, Willie.
Jim Goettel, Pastor at Church of the Crossing in Georgetown, Kentucky
Jim has over 20 years of teaching and leadership experience with a focus on client relations, staff development and project management. He has been a youth pastor for 14 years and can relate with people of varying ages and backgrounds, which has enabled him to develop excellent interpersonal skills. His ability to understand the needs of his customers while anticipating potential problems has made Jim and his churches successful. He has built a financially viable church and doubled the attendance within the congregation. Throughout his leadership role he has been responsible for the oversight and successful completion of multiple concurrent projects, ensuring consistency with company strategy, commitments, and goals.