Financial Planning for Generation X & Y Women
 
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Wi$eUp Teleconferences

Wednesday, March 31st, 2004
Life Stages Financial Planning: Money for All the Stages in Your Life

Date: Wednesday, March 31st, 2004

Time: 2:00 PM to 3:00 PM Eastern Time

The life choices and decisions you make have an enormous impact on your financial security throughout your lifetime. Financial planning prepares you for life's planned and unplanned events. While you can't predict the future, you can identify your goals and determine ways you can protect yourself against the unexpected. We assembled three speakers to explore these life events and provide practical advice on how you can prepare yourself for life's planned and unplanned events.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
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Speech 1 — E. Kim Dignum
(11:09)
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Speech 2 — Thelma Moultrie
(11:03)
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Speech 3 — Sharon Lockhart
(11:47)
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Q & A
(16:17)
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Closing Remarks
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About the speakers

E. Kim Dignum is a Certified Financial Planner and a General Securities Principal serving Fort Worth, Texas whose many achievements include being named in the Top Ten Financial Advisors in the country for 1998 by Ticker Magazine. She serves on numerous community boards, including Chairing the Women’s Policy Forum, and is an avid golfer, scuba diver, and a private pilot. Kim is one of our Wi$e Up Experts.Kim discussed getting started on your financial planning and determining your financial position.

Thelma Moultrie is a financial representative with Northwestern Mutual Financial Network where she provides consulting to individuals and businesses. Thelma received her Bachelor’s of Science degree in Psychology from West Texas A&M University. Born in Pampa, Texas, Thelma is a member of Marquis Who’s Who of American Women and a former Miss Black America of Texas. Thelma is one of our Wi$e Up Experts.Thelma provided an overview of life stages and your finances.

Sharon Lockhart is a Certified Financial Planner and a Certified Divorce Financial Analyst. She owns FAIR Financial Group, LLC where she helps individuals and couples with “pre-divorce planning for post-divorce living.” She speaks at seminars and conferences locally and nationally about women’s financial issues, and currently she convenes the University of Missouri-Kansas City Communiversity courses for women about money and investing. Sharon is one of our Wi$e Up Experts.Sharon spoke about getting your financial paperwork in order and divorce, one of life's unplanned events.