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

Monday, February 28th, 2005
Take Stock and Set Your Goals

Date: Monday, February 28th, 2005

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

The beginning of the year is a good time to take stock of your financial situation.
  • Have you calculated your “net worth,” also known as preparing a “statement of financial position?”
  • Are you tracking your spending?
  • Have you prepared a statement of income and expenses?
  • Have you set short-term, intermediate-range, and long-range financial goals?
  • These three speakers will get you started off on the right foot.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
not available
Speech 1 — Leanne Kramer
(10:14)
Speech 2 — Jennifer Lane
(8:32)
Speech 3 — Dorothea Bernique
(8:04)
Q & A
(24:13)
Closing Remarks
not available

About the speakers

Leanne Kramer is a financial advisor with Bayport Financial Advisors, LLC in Bellingham, WA; co-founder of the Women & Money Conference; and author of numerous articles for the Ferndale Record Journal. She is a second generation woman in the financial services industry and enjoys offering seminars to women in Whatcom County.

Jennifer Lane is a founding member of Compass Planning Associates, a fee-only consulting firm with offices in Wellesley Hills and Boston, Massachusetts; a featured personal finance expert on New England Cable News’ weekly MoneyWorks segment; President of New England Women Business Owners; and author of the critically acclaimed “The Everything Get Rich Book” and the acclaimed “Get Rich: Surefire Techniques to Increase Your Wealth.”

Dorothea Bernique is an independent representative in financial services and a budget counselor/coach in the tri-county area of Charleston, Dorchester and Berkeley counties of South Carolina; licensed in the State of South Carolina as an insurance, mortgage and investment agent; a registered representative of the National Association of Securities Dealers; and the founder and Chief Executive Officer of H.O.P.E. (Helping Others Prosper Economically).