Please join our Lunch & Learn, FREE Lunch and CE
Medicare, The Big Picture & The Details will be presented by Louise Schroeder, CFP(R) of Personal Financial Solutions, Inc. out of Stillwater, OK. Louise is a member of the Garrett Planning Network (GPN), a national association of 300+ financial planning professionals who provide services for an hourly fee. Louise is an adjunct faculty member in the College of Human Sciences at Oklahoma State University. She teaches courses for a Master’s Degree in Family Financial Planning, which is offered through the Great Plains Interactive Distance Education Alliance. Louise serves on one Oklahoma state level committee, The Aging and Disability Resource Consortium Committee under the Oklahoma Department of Human Services, Aging Division. Louise is a member of the Stillwater Certified Retirement Community, a Chamber of Commerce committee, 2013 – present; she is an advocate for identifying and addressing older adult issues in the community. Louise served on the Board of Trustees for the White Woods Retirement Community during the development phase of the Community. It was merged with and became a subsidiary of the Epworth Villa Retirement Community, and was renamed The Ranch. At the time of the merger, the former board members became an advisory committee for The Ranch. Construction on the Ranch is expected to begin in Summer, 2015. She has a special interest in senior housing alternatives, including homes designed for aging-in-place. She has been a member of the Financial Planning Association, 1998 - present. Louise was on the Advisory Board for FPA Financial Planning Perspectives and Plan Smart newsletters, 2007 – 2009. She was a member of Oklahoma Jump$tart Coalition, 2006 - 2010.
Dr. Fatima Jaffrey is the founder and owner of Crescent Medical, PLLC- a Direct Primary Care practice in Edmond, Oklahoma. Her practice is a membership-based primary care practice that aims to lower costs for small employers and families while improving the quality of care patients receive.
Educated and trained at University of Oklahoma College of Medicine, and then at NH- Dartmouth Family Medicine Residency with an additional Masters Degree in Health Delivery Science from Dartmouth College’s Tuck Business School, Dr. Jaffrey is a Family Physician and an expert on healthcare cost and quality. She worked briefly as a Hospitalist for Mercy Health Center in Oklahoma City, OK. For the subsequent 6 years Dr. Jaffrey was employed as the Director of Outcomes Research at Long Island Jewish Medical Center in New York. She also served on founding committees to establish the new NSLIJ-Hofstra School of Medicine, and served as chief liaison for the $18 billion health system and health services research at Dartmouth College, and trained clinical teams in cost reduction and quality improvement.
She is a Harvard-Macy Scholar in Healthcare Education and Innovation. She has led and evaluated the value of the modern healthcare delivery to chronically ill patients and their families, and is trained to evaluate value for employers. Through Crescent Medical she will care for patients and families while working with employers to establish an innovative model for high value primary healthcare and employers by bending the cost curve.