Residence:
412 Fisher Park Circle
Greensboro, NC 27401-1612
(336) 275-4050

Education
Employment
Business & Professional Activities
Professional Enhancement
Professional Presentations
Civic Activities
Hobbies
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Winthrop College Master of Arts 1969-1970
Pfeiffer College Bachelor of Arts 1963-1967
University of North Carolina Post Graduate Studies 1973
Duke University Post Graduate Studies 1974

Employment:

President, Medical Insurance Claims Service, Inc. 1982-Present
Company processes medical insurance claims for individuals, trusts and estates
and provides consulting services to individuals or their responsible party who are seeking advice regarding their health insurance or long term care issues.
Adjunct Instructor, Gerontology Program, University of North Carolina, Greensboro 2002-Present
President, Medical Insurance Claims Service, Greensboro, NC 1982 - present
Certified Licensure Instructor, Department of Insurance, State of North Carolina 1989 - present
Licensed Adjuster, State of North Carolina 1983 - present
Instructor, Rendleman School of Insurance 1989 - present
Part time Instructor, Pfeiffer College 1973 - 1977
Instructor, Department of History, Winthrop College 1970 - 1973

Business and Professional Activities:

Certified Trainer American Society on Aging 2004-Present
Participant University of North Carolina
Senior Leadership Enhancement Initiative 2005-2006
Commissioner Guilford County Commission on Aging 2002-Present
President Senior Resources of Guilford 1999-2001
President Greensboro Mental Health Association 1998-1999
President Triad Retirement Living Association 1998
Commissioner Human Relations Commission, 1984
City of Greensboro
Vice President Greensboro City Club 1983-1999
Certified Instructor Department of Insurance, State of NC 1989-Present

Professional Enhancement:

• Social Security Administration and Senior Health Insurance Information Program (SHIIP)
Medicare Prescription Drug Plans Training Workshop, Greensboro, 2005
• American Society on Aging Medicare PDP Training Seminar, online, 2005
• North Carolina Conference on Aging, Durham, 2004
• North Carolina Annual Conference on Aging, Charlotte, 2003
• Caregiving Conference, Washington D.C., 2002
• North Carolina Annual Conference on Aging, Raleigh, 2000
• North Carolina Annual Conference on Aging, Charlotte, 1999
• Medicare +Choice Conference, Atlanta, 1998

Professional Presentations: (in order by dateby date)

"Financing Issues Related to LTC" presented to Upper Coastal Plains White House Conference on
Aging Pre-Conference Agenda, 2005

"Parenting Your Parents" presented to United Way of Randolph County, 2005

"The New Medicare Drug Benefit: Extra Help for People with Low Incomes" presented for American Society on Aging, Charlotte, 2005

'Medicare and Long Term Care' presented at Syngenta's Retirees Day, 2004

'Legal and Financial Planning for the Long Term' presented to Upper Coastal Plain Area Agency on Aging Caregiver Conference, 2004

'The Pharmacy Fear-Medicare Prescription Drug, Improvement and Moderization Act of 2003' presented to the NC Medical Case Managers Association, 2004

'Long Term Care Options and Their Costs' presented at Senior Resources of Guilford Long Term
Care Seminar, 2004

'Medicare and Medicaid-What's the Difference' presented to Charlottetowne Rotary Club, 2004

'Seminar Series--Long Term Care Issues' presented to the NC Triad Association of Occupational Nurses, 2004

'Long Term Care and Medicaid Planning' presented to The Financial Group, Greensboro, 2003

'Financing Long Term Care' presented to City of Greensboro retirees, Greensboro, 2003

'Preparing for the Long Term--What Are My Options?’ presented to the Richmond County Council
on Aging Conference, 2003

‘Money Issues as Women Age' presented at Women Make Sense on the Road to Financial Success Conference, Greensboro, 2002

'Exploring our Generational Differences' presented to MidCarolina Area Agency on Aging Annual
Conference, Fayetteville, 2002

'Cost of Growing Older' presented to City of Greensboro retirees semiannually since l997

'What is My Aging IQ' presented to Triad Retirement Living Association, Winston Salem, 2002

'Generations Working Together' presented at Employees Seminar for Syngenta, 2001

'Mom and Dad are Getting Older--How Can I Cope?' 3 week series presented for Moses Cone
Health Systems Continuing Education Program, 2001

'Long Term Care Insurance--Do I Need It?' presented to Triad Financial Advisors, Winston Salem,
2001

'Medicare Update' presented to QualChoice of NC, Inc. Continuing Education participants,
Winston Salem, 2001

'Tax Qualified Long Term Care Plans' presented to Winston Salem Life Underwriters, 2000

'Long Term Care Options' presented to Guilford County Association of Family and Consumer
Sciences, 1999

'Medicare Changes for the New Year' presented to the Senior Citizens Forum of the Resource
Center for the Deaf and Hard of Hearing, Greensboro, 1999

'Medicare, Medicare Supplements and Long Term Care' 10 hour course for insurance professionals
of the Finger Lakes Blue Cross and Blue Shield, Rochester, NY, 1998

‘Long Term Care Issues...Why Pay Attention?' presented to the Greensboro Life Underwriters
Association, 1998

'Medicare, Medicaid and Managed Care' presented to American Express Financial Advisors,
Winston Salem, 1997

'Preplanning for the Long Term' presented to Lucent retirees, Greensboro, 1997

'Why Long Term Care and Why Now?' presented to the Airport Rotary Club, High Point, 1997

'Medicare, Medicare Supplements, and Long Term Care Insurance' presented to John Hancock
Long Term Care Corporate Personnel, Boston, 1996

'Long Term Care-Where To Turn' presented to Greensboro Estate Planning Council,1996

'Cost Conscious Medical Care' presented to Lee County Senior Services Personnel, Sanford,
1995

'Preplanning for Long Term Care--Practical and Financial Concerns' presented to Neuse River Council of Government Annual Meeting New Bern, 1995

'Medicare and Medicaid Basics' presented to First Citizens Trust Officers Conference, Raleigh,
1994

'Health Insurance for the 1990's' presented at Pitt County Council on Aging Conference, 1993

'Medicaid and Long Term Care' presented at Chatham County Council on Aging Conference,
1993

Numerous other speeches, workshops and informal talks to older adult groups, caregivers,
civic clubs and support groups.

Civic Activities:

Co-Founder International Junior Assembly 2004-Present
Regional Chairman National Debutante Cotillion 1995-Present
Chairman Sternberger Commission 2002-Present
President Historical Book Club of NC 2001-2003
Chairman John Motley Morehead 1999-Present
Memorial Commission, State of NC
President Baker Place Condominium Association 2003-Present
Director American Red Cross, Greensboro Chapter 1999-Present
Director NC Museum of History Associates 1999-Present
President Greensboro Opera Companions 1992
President Greensboro Symphony Society 1987-1989
President Greensboro Symphony Guild 1983-1984
President Preservation Greensboro, Inc. 1988-1990
President United Methodist Women 1986-1988
West Market United Methodist Church
Chair Finance Committee 1989-1991

Hobbies: