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

Friday, October 29th, 2004
Managing Your Investments

Date: Friday, October 29th, 2004

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

  • Do you lack confidence about investing?
  • Do you have limited money to invest?
  • Have you started planning/investing for retirement?
  • This month we had three outstanding speakers who among them had a wealth of information on these topics.

Audio and Transcripts

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Opening Remarks
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Speech 1 — Deborah Owens
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Speech 2 — Denise Murray
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Speech 3 — Barbara O’Neill
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Q & A
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Closing Remarks
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About the speakers

Deborah Owens, President, Owens Media Group, LLC, which develops investment education and marketing programs for Fortune 500 companies; host and executive producer of “Real Money,” a personal finance talk show that airs on the National Public Radio affiliate in Baltimore, MD; and author of “Nickel and Dime Your Way to Wealth” and “Confident Investing: A Wealth Building Guide for Women.” Deborah provided an overview of the importance of investing.

Denise Murray, Director of Investor Education Programs, Investment Company Institute (ICI) Washington, DC; Manager of the Investment Company Institute Education Foundation’s Investing for Success program, a partnership of the National Urban League, the Hispanic College Fund, Inc. and the Investment Company Institute Education Foundation that is designed to promote investor education and awareness to African-Americans and Hispanic-Americans; and formerly Senior Regional Investment Education Specialist – African-American Investor Services, Charles Schwab & Co. Denise spoke about the importance of saving for retirement.

Barbara O’Neill, Extension Specialist, Family and Consumer Sciences, Rutgers University; author of “Investing on a Shoestring” (1999); and Project Director for and co-author of “Investing For Your Future” (2002), a Cooperative Extension System basic investing home study course. Barbara covered investing on a shoestring budget.


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