Bobbie's Appearances
Bobbie D. Munroe CFP®
NOTE: This page is updated approximately 3 times per year. Be sure to call Fraser Financial at 404-351-6976 for current information.
Bobbie is willing to speak to teens, the general public, or her peers on a variety of topics. If your group is interested in booking an appearance, be sure to contact her at bdmunroe@fraserfin.com.
In 2007, three of Bobbie's appearances are stand-up comedy shows. Bobbie has made a special effort to improve her already funny presentation style as everything is more interesting when humor is involved……even dry topics like stock options or budgeting.
2007
December, 2007 - Five classroom presentations at North Atlanta High School on Financial Literacy topics.
Presentations made in cooperation with Junior Achievement.
November 30, December 1, 2007 - The Cost of Independence / Future Business Leaders of America Student Leadership Conference
Presentation made on behalf of the Georgia Consortium for Personal Financial Literacy
October 25, 2007 - "Search for the Funniest Accountant in the South," Roxy Theater, Atlanta.
This stand-up comedy performance made for a Junior Achievement Fundraiser sponsored by Accountants One.
August 30, 2007 - Kiplinger's National Jump Start Your Retirement Day
Participant in Ask an Advisor on behalf of NAPFA.
August 28, 2007 - Stand-up comedy performance at the Punchline, Atlanta.
Bobbie's "graduation" from Jeff Justice's Level II comedy class.
June 28, 2007 - Investment Panel / FPA of Georgia
February 12, 2007 - Stand-up comedy performance at the Punchline, Atlanta.
Bobbie's "graduation" from Jeff Justice's Level I comedy class.
2006
December 21, 2006 - The Cost of Independence / Dodgen Midde School
Pro Bono engagement for Smart Fair
October 4, 2006 - The Cost of Independence / Emory University
Financial Planning Week community activity in conjunction with the FPA of Georgia, the Georgia Consortium of Personal Financial Literacy, and Emory University Lifelong Learning
September 28, 2006 - How to Prepare a Company Investment Philosophy / FPA of GA
July 14, 2000 - How to Raise Money-Wise Kids / Georgia Statewide PTA
June 7, 2006 - The Cost of Independence / Georgia High School Teachers
Presentation made on behalf of the Georgia Consortium for Personal Financial Literacy
March 17, 2006 - The Cost of Independence / Future Business Leaders of America Student Leadership Conference
Presentation made on behalf of the Georgia Consortium for Personal Financial Literacy
March 17, 2006 - Teens and Money / Future Business Leaders of America Student Leadership Conference
Presentation made on behalf of the Georgia Consortium for Personal Financial Literacy
February 4, 2006 - Merging Your Money and Your Life / YWCA: Money the Power to Empower Women Conference
February 3, 2006 - Financial Planning for Young Couples / YWCA: Money the Power to Empower Women Conference
2005
July 19, 2005 - Basics of Investing / GA CTE (Georgia Teachers)
Presentation made on behalf of the Georgia Consortium for Personal Financial Literacy
June 23, 2005 - Helping Your Client Make the Best of Company Stock - ESPP, Non-Qualified Stock Options, Incentive Stock Options / FPA of Georgia
NOTE: My engagements in 2005 were limited by my commitment to serve as President of the FPA of Georgia.
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Fraser Financial
1873 Volberg Street NW
Atlanta, Georgia 30318
Phone: 404-351-6976
Fax: 404-355-0157
Email: info@fraserfin.com
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