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

Friday, May 28th, 2004
Wi$e Up: Master your Money

Date: Friday, May 28th, 2004

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

  • How do you know if a financial institution is the right one for you?
  • Have you ever considered using a financial planner?
  • Have you developed a budget?
  • Listen to these very knowledgeable and dedicated financial professionals as they discuss the experts and institutions that can help you manage your money and how to create a budget that works for you.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
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Speech 1 — Jennifer Openshaw
(14:45)
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Speech 2 — Kevia Richardson
(13:56)
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Speech 3 — Connie Marmet
(14:52)
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Q & A
(21:55)
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Closing Remarks
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About the speakers

Jennifer Openshaw is the CEO of Family Financial Network and author of the Quick and Easy Budget Kit. She is a nationally recognized author, money expert and TV commentator. She has educated millions of women on money management through her appearances on Oprah, CNN and many other programs. She is the author of the book and host of the public television show “What’s Your Net Worth?” and serves as a columnist on Market Watch. She founded the Women’s Financial Network, which is now a division of Siebert Financial. Jennifer’s passion for helping consumers stems from her own experience as the eldest daughter of a hard working mother of three who found herself divorced at 28. Jennifer is located in Los Angeles, CA. She discussed developing a spending plan or budget. Click here to Jennifer's practical list of the top five budgeting tips.

Kevia Richardson is a Registered Financial Professional with the National Association of Securities Dealers. Kevia received her BS from Bowie State University with a concentration in Finance and Accounting. She holds Life Insurance and Health Insurance Licenses in multiple states. Her financial planning experience includes serving individuals and families as well as business owners. Kevia believes everyone should have a carefully thought out and well designed short- and long-term financial plan. She advocates that the steps to building a solid financial foundation begin with education and end with action. She is a native Washingtonian and a single mother of one. Kevia spoke about what a financial planner does and how to select a financial planner.

Connie Marmet is a business executive who has enjoyed significant success in the financial services industry. She has distinguished herself as a leader in several capacities. Most recently Connie served as the Senior Vice President and Trust Executive for the Bank of America with responsibility for 2600 accounts and $1.3 billion of assets under management. She joined the bank in 1989 as the Manager of Corporate Trust with responsibility for more than $37 million in bonds and a business unit of 350 employees. Connie has been a frequent speaker at the American Bankers Association, Corporate Fiduciaries of the West and other professional associations. She is located in Los Angeles, CA. Connie discussed selecting a financial institution that's right for you.

 

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