Wealthier by "Just Asking"

Maggie McDonnell arranged for Alana Macy of Bloom Wealth Advisors in Boulder to provide the program for our meeting on August 20th. Alana's program, entitled "Women and Wealth," was informative and well-received. It also had a surprise ending. While meeting to discuss the program, Maggie "Just Asked" Alana and if Bloom ever made philanthropic donations. After consulting with her mother and business partner, Amy Noel, Alana presented a $500 check to Maggie for JI's Daisy Fundraiser!

Alana Macy speaking passionately about Women and Wealth

(photo taken by Annette Oakley)

After the meeting, Alana sent the following note to our chapter: 

PEO Chapter JI,

 

Thank you so much for allowing me to be a guest speaker at your recent chapter meeting. You are a strong group of women and your mission through PEO is inspiring! I hope you learned some ideas and strategies that could enhance your financial life. Here is the link to watch my Identity Theft webinar: https://www.bloomwealthadvisors.com/insights/blog/identity-theft-webinar/.

 

As a reminder, I’d love to offer all of you a complimentary consultation to learn how we can help support you at Bloom Wealth Advisors. As a women owned firm, we love helping other women and their families plan for the future. Below is my contact information for you to reach out to me:

 

Alana Macy

alana@bloomwealthadvisors.com

Phone: 303-415-9122

My website is: https://www.bloomwealthadvisors.com/

 

And if you know of another group of people who would benefit from one of my financial workshops, please introduce me. I’ve done workshops at companies, bible studies, book clubs, community centers and so much more! Below are a few of the topics that may interest your group:

1. Taxes in Retirement
2. Living In Retirement
3. RMDs made simple
4. Identity Theft
5. Women & Wealth

 

I look forward to reconnecting soon.

Quarterly Connection Summer 2025

The Communcations Committee organized a fun gathering at Lehigh Pool where several sisters enjoyed a nice swim and picnic lunch. 

(front to back and left to right): Kathie Burson, Tanya Lynn, Jill Hyde, Maggie McDonnell, Annette Oakley, Jan Smith. (Not pictured: Lorraine Brooks and her sister Denise.) 

Congratulations to Judy Lawrence!

 

Judy and her brand new great grandson, Maddox Messinger, 

meeting each other for the first time.

Maddox is receiving blue light treatment for high bilirubin levels (that explains the blue glow in the photo) but otherwise he is  doing great.

Book Club 2025 Updates for Sept., Oct., Nov.

September 3 - Hostess Annie - Book: The Ride of Her Life by Elizabeth Letts

October 1 - Hostess Maggie - Book: My Friends by Fredrik Backman

November 5 - Hostess Linda - Book: The Killing Storm by Shannon Work

Once a Sister, Always a Sister

 Marylee Zurick was one of the intrepid 16 women who organized Chapter JI in 2016. After she and her husband, James Oberwetter, moved to Texas in 2022, Marylee transferred into an Austin-area chapter. 

Five JI sisters met for lunch at the home of Kathie Burson on Monday, August 4, 2025 to catch up with Marylee while she was in Boulder for a visit. 

back row l.-r. Jan Smith, Marylee Zurick, Kathie Burson

front row l.-r. Linda Petroff, Tanya Lynn, Jill Hyde

Parry's Pizza Fundraiser 7/30/2025

 Remember to come and bring your friends!

Congratulations to our Newest Bright Futures Scholar

Vicky Hughes had the honor of presenting the Bright Futures Scholarship check to her granddaughter, Delaney Renner. Delaney will be attending the University of Tennessee in the fall.