Foundation for Personal Financial Education

Kurt C. Novey is the Chapter Director for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.

Kurt C. Novey has been in the securities business since 1987. Kurt holds, among his varied licenses, a series 7, 63, 24 and General securities principal and life insurance, health insurance, and variable annuities. He was born in 1964 and holds a Bachelor of Arts degree from University of South Florida. He is also a member in good standing of the National Ethics Bureau (www.ethicscheck.com)

Kurt C. Novey is committed to helping individuals and families pursue their long-term financial goals. Kurt has successfully answered the questions you may have about your financial future, such as:

• Will I be able to retire early?
• How much money will I need in order to retire?
• How can I get the most out of my 401(k)?
• Should I have a traditional IRA or a Roth IRA?
• How can I maximize the return on my investments while reducing risk?
• How can I “inflation-proof” my investment income?
• Do I need disability insurance? Long-term care insurance?
• How can I ensure that my children receive as much as possible from my estate?
• What do I need to know about wills, trusts, and probate?

Kurt finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security. With the high speed of life in Dallas, people need to stop to make sure they are on track financially. With a desire to help people plan for their financial futures, Kurt assists individuals and families of all income levels in identifying their personal and family goals in order to obtain a comfortable level of financial security for today and tomorrow.

As an insurance professional, Chris Beach is dedicated to providing his valued clients with the individual and professional attention necessary to help them achieve their goals.

Chris brings years of experience in the Insurance industry, and he works closely with his clients to help identify their particular needs and determine the best strategies to help meet them. His personal mission is to help his clients enjoy peace of mind and the comfortable retirement they’ve worked years to create. He accomplishes this through ongoing client education, the use of the most innovative insurance solutions available.

Chris calms the fear of the unknown by helping clients face it head on and understand the options on how to alleviate those fears. With his assistance, Chris’ clients have been able to relieve the burden of Long Term Care planning, Life Insurance planning, health and Medicare planning, all an integral part of a sound financial strategy. Most people don’t want to ‘buy’ insurance, they want to know how it can benefit their families and lifestyle, that’s Chris’s philosophy.

Chris had the opportunity to live in several countries, before settling in Texas roughly 20 years ago. He graduated from Southern Methodist University where he earned degrees in both Business and Psychology.

As a minister’s son, Chris has always valued family and the changing needs of the family unit throughout the course of life. Chris has followed in a long-standing tradition, raising a large family of his own. He and his wife, Mylinh, reside in Irving with their 4 children – Jonathan, Brandon, Isabelle and Michael.

Stacey Sauer has been in the Real Estate business over 11 years. From buying and selling homes to management and running a franchise office for the third largest Real Estate Company in the United States. I am a Certified Financial Specialist and a Certified Distress Property Expert. Stacey’s former profession was an elementary school teacher therefore education has always been a passion of mine. Stacey loves to have the opportunity to educate the public and help them become more informed about Real Estate.

Patricia Young has been in Real Estate for 3 years. Patricia works for the 3rd largest real estate company in the United States. Before Real Estate, Patrcia was a Director of Marketing/Sales for 5 private health clubs in the Dallas/Fort Worth area. Patricia’s philosophy is “Clients Come First”.

Richard M. Barron founded the Barron Law Firm in 1991 after leaving the Sherman firm of Nance, Caston, Barron & Wilson. Mr. Barron holds a Bachelor’s degree in Business Administration from Southern Methodist University, and received his Juris Doctorate degree from Texas Tech University College School of Law.

Mr. Barron is a frequent lecturer on Estate and Life Care Planning issues. Mr. Barron is also a legal counselor for The Foundation for Personal Financial Education, a non-profit educational organization, and enjoys donating his time to assist companies and their employees with their estate planning and elder care needs. Mr. Barron is a member of the Texas Bar Association, the National Academy of Elder Law Attorneys, and the Life Care Planning Law Firms Association. Mr. Barron works extensively in Medicaid and Veterans Planning to assist families across Texas that need to obtain these services for the care of their loved ones.

The Barron Law Firm emphasizes the areas of elder law, estate planning, and life care planning. The firm has extensive experience working with families, individuals, nursing homes, assisted living, and adult retirement facilities, educating and assisting them with preserving and protecting their assets, both from probate and the ravages of long term care costs. To achieve this, the firm uses special needs trusts, living trusts, wills, powers of attorney and accompanying documents. The firm encourages professional development of its staff through continuing legal education, including teaching and community involvement in professional associations and civic activities.

Mr. Barron is an accredited attorney with the Department of Veteran Affairs. He holds a Second Degree Black Belt in Tae Kwan Do, and is also a Veteran of the Vietnam War. While in Viet Nam. Mr. Barron served as a Cobra Helicopter Aircraft Commander, and is the recipient of twenty eight Air Medals; the Distinguished Flying Cross; the Air Medal for Valor; the Bronze Star; a Purple Heart; and the Vietnamese Cross for Gallantry. Mr. Barron is married to Glenda and lives in Lake Kiowa, Texas with their bull terrier, Brutus.