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

Friday, April 30th, 2004
Ready, Set, Go...als!

Date: Friday, April 30th, 2004

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

  • Have you tracked and analyzed your spending?
  • Prepared a statement of income and expenses?
  • Set financial goals?
Our experts will tell you how to do the money math that will help you reach your goals. These are the building blocks for your financial security.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
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Speech 1 — Anne Delle Donne
(8:18)
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Speech 2 — Nancy Granovsky
(10:12)
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Speech 3 — Valerie Antonioli
(10:20)
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Q & A
(17:56)
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Closing Remarks
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About the speakers

Anne Delle Donne is a Certified Financial Planner practitioner and a Certified Investment Management Analyst, a designation that she completed at the University of Pennsylvania’s Wharton School of Business. She works as an investment consultant at Smith, Collins & Associates, Inc., where she consults with women small business owners and provides educational workshops on investment and tax related topics. Her previous work experience includes two years with the international public accounting firm Ernst & Young, LLP, where, among other things, she provided planning services through their Survivor Counseling program and retirement plan counseling to large employee groups across the nation. Anne presented on tracking your spending.

Nancy Granovsky is a professor and extension family economic specialist with Texas Cooperative Extension, the Texas A&M University System. She is a Certified Financial Planner with over 25 years experience developing financial information programs and curricula. Nancy was the project director and principal author of the Wi$e Up Handbook and Instructor’s Manual. She also was project director of the U.S. Army-funded project Operation Ready, a curriculum that prepares soldiers and their families for deployment. Nancy presented on preparing a statement of income and expenses.

Valerie Antonioli is a Certified Financial Planner with Peak Capital Investment Services, where she provides comprehensive financial planning, retirement planning, investment management, college funding, estate planning, and risk management strategies to individuals and small businesses. She also conducts workshops on financial planning for women. Valerie currently serves on the Board of Directors of the Financial Planning Association of Colorado, the Women’s Estate Planning Council, and the Ronald McDonald House Charities. Valerie presented on setting financial goals and creating an action plan.

 

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