Beth A. Underhill Email & Phone Number

- Develop financial education and wellness content that integrates client benefit programs with personal finance topics such as saving and investing for retirement, retirement income planning, basic money management skills, investment strategies, education funding and managing debt. - Integrate graphics, examples and animation that provide for an engaging and impactful workshop experience that deepens knowledge of personal finance while increasing confidence to make informed decisions.- Manage client relationship through all aspects of pre- and post-workshop logistics including content development and review, crafting promotional language, registration process, presenter trainings and aggregation of workshop survey results.- Conduct continuous research and development of workshop content to remain topical, relevant and accessible to target audiences.

Falmouth Public Schools

To further my mission of providing financial education at any age, I volunteer and coordinate the Junior Achievement program in the Falmouth elementary schools. I thoroughly enjoy this opportunity to demystify financial concepts and terms that can be a foundation to build deeper knowledge and appreciation for personal finance. Junior Achievement programs are crafted with interactive lessons that keeps young learners engaged and enthusiastic about the importance of financial know-how.

Falmouth, Ma

As a board member (and Treasurer since 2014), I promote and facilitate partnerships between the community and the Falmouth Public Schools. To support VIPS' school-based programming and services, we raise funds through grants, donations and annual fundraising events. In addition to VIPS' highly successful mentoring and student support programs, VIPS seeks to bring more financial and career education into the schools. With community support and participation, VIPS designs programs that prepare students with relevant and age-appropriate information and strategies for managing career and finances.

Falmouth, Massachusetts

Financial Fitness helps individuals navigate the world of personal finance though one-on-one coaching or small group workshops. With one-on-one coaching, I demystify the process of managing money by helping you define your goals, organize your financial information and discuss your saving and spending habits. Based on this information,I provide a comprehensive evaluation of your finances along with recommendations and detailed action steps for improving your situation. I am a registered investment advisor with the Commonwealth of Massachusetts, but I do not manage money or sell products so I am focused purely on providing the most relevant information, recommendations and guidance.For organizations that see the value in providing a time and place to focus on personal finance, I offer the 'Top 5 Money Rules' workshop which highlights the key elements of a financially fit life. With this engaging and interactive workshop, participants leave with a new perspective, renewed motivation and hands-on strategies for managing their finances. If desired, I can provide a customized workshop that focuses on a specific topic such as budgeting, basics of money management, or the 'art and science' of retirement saving.

Falmouth, Ma

As co-leader of the Cape Cod/Falmouth pod of B.I.G. I coordinated and facilitated monthly meetings, generated new interest in the group and supported and encouraged our members in their personal and/or professional pursuits. B.I.G. is a women's support, education and networking organization that embraces women's desire to connect with one another.

Falmouth, Ma

Based on my work experience at The PFE Group, I saw the immense value that people placed on information and guidance in the world of personal finance and knew it was an area that I wanted to pursue as a business venture. During my time at home, I focused on reinforcing and deepening my knowledge of personal finance. I completed the educational courses offered through the College of Financial Planning which included Financial Planning Process & Insurance, Investment Planning, Tax Planning, Retirement Planning & Employee Benefits, and Estate Planning. Then, in April 2011, I passed the Uniform Investment Advisor Law exam and, as of January 2012, I am a registered investment advisor in the Commonwealth of Massachusetts.

My responsibilities included managing client relationships and developing comprehensive project plans for a variety of projects – retirement plan design and/or vendor changes, financial planning workshops, communication and education strategies.I also assisted in design and development of workshops that integrated client benefits and compensation programs with general personal financial planning topics such as basic money management, investment strategies, retirement planning, risk management, education funding, estate planning and tax planning.

Chestnut Hill, Ma And Orlando, Fl

My main responsibility was administration of multiple health and retirement benefit programs for 8,000+ employees and point of service contact for nineteen division HR offices. In addition to overseeing plan administration, I developed communication materials that explained the various benefit programs to employees.

Bachelor Of Science In Business Administration

High School

Activities and Societies: Ice hockey (1st girls team established in Boston Public Schools), soccer and softball