(SAVANNAH,GA) Savannah-based financial planner Barbara Treadwell will be the featured speaker

August 18, 2006 (PRLEAP.COM) Business News


For Immediate Release

Barbara Treadwell to speak Aug. 24 at Accelerated Networking Dinner


(SAVANNAH,GA) Savannah-based financial planner Barbara Treadwell will be the featured speaker at the Accelerated Networking dinner on Aug. 24 at the Savannah Marriott Riverfront, 100 General McIntosh Blvd.

Informal networking begins at 4 p.m. and the Accelerated Networking and dinner
will be from 4:30 to 6:30 p.m. The event is sponsored by E-Women’s Network.
Registration before Aug. 20 is $35 for E-Women Network members and $45 for nonmembers.

All registration after Aug. 20 is $55 if seats are still available. You may register on line at http://www.ewomennetwork.com/event/registration/event.phtml?eid=4557 or by calling 912-927-2838.

Treadwell, the founder of Treadwell and Associates, has a bachelor’s and master’s degree and more than 20 years of experience helping clients build strategies for their businesses and personal investments. Her speech topic will be Marketing Yourself: A Different Perspective.

In her speech, Treadwell will discuss the experience she gained when she moved from New York City to Savannah. She realized that she had to market herself differently here than she did in the Big Apple.

When she arrived, she realized the importance of joining local organizations to make contacts. She joined several organizations such as the Rotary Club, the Telfair Museum of Art, Leadership Savannah, and is involved in professional organizations such as AALU and the Savannah and New York City Estate Planning Councils.

Treadwell will discuss the importance of communication, expectations, chemistry, timing, etc. as they relate to her business and to marketing herself.

Treadwell moved to Savannah after falling in love with the city while vacationing here in 2000. She hasn’t regretted the move.

“Savannah is such a beautiful place to live,” she said. “It offers a great quality of life and is a great place to do business.”

Treadwell has a unique approach to helping her clients. She says that traditional financial planning is “flawed,” because it attempts to predict the future.

“Any time you have an interest rate change or if inflation is higher than predicted, all of your numbers will be off,” she said. “I used to do this, but I found it wasted my time, my clients’ time.”

Instead of looking at each component of a client’s finances, Treadwell tries to “coordinate and integrate” her clients’ assets, such as their 401-K, life insurance and other investments.

“People tend to look at their financial situation in a vacuum,” he said. “I try to look at the everything in context. Every financial decision you make has an impact on a decision you have already made. I want my clients to see the entire financial picture.”

Treadwell uses that information and puts together a model, which identifies gaps or redundancies in the client’s investment portfolio.

“I’ll take that information and put together a plan where the client can have more money, pay fewer taxes and have less investment risk,” she said.


WRITER: Jeff Catron
Aug. 12, 2006