Financial Planning for Generation X & Y Women
  
Notice: Because of a database server upgrade, this site may be partially non-functional from August 21st to August 22nd. No data will be lost. We apologize for any inconvenience.
Under slight reconstruction until 5PM CST today... Please excuse the dust!
NEW! See our Public Service Announcements on Youtube!
Wi$eUp eNews – Fall 2009 PDF link Also available: Subscribe today by sending an email to wiseupwomen@wiseupwomen.org

Next Wi$eUp Teleconference

11/30 — Financial Management at Year Learn more »
To register for the teleconference:

Before the call, go to this website:www.dol.gov/wb/mentor2.aspand receive the toll free call-in number and passcode.
Please join us on January 31st for...

Recent
Teleconferences

Tips for Starting and Staying on the Road to Retirement Learn more »Health Insurance: A Key Component in Financial Planning Learn more »Achieving and Maintaining the Dream of Homeownership Learn more »

Recent Q&As

Are there better investments than savings bonds for grandchildren?  »How much of your income should make up your retirement base?  »How helpful are annuities for retirement plans?  »Starting over saving for retirement »Getting maximum benefits from employer matching funds for 401(k) »What are the risks involved with reverse mortgages? »Mortgage in retirment vs. Tax benefit for mortgage payments »Validating Father's Will »What advice can you give me if I'm trying to obtain a loan in order to down size after filing bankruptcy? »

Wi$eUp Teleconferences

« back to archive list «
Thursday, March 31st, 2005
Invest in Yourself

Date: Thursday, March 31st, 2005

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

It is important to build a knowledge base about financial matters and to use certain tools to build your financial action plan. Last month we talked about taking stock of your financial situation. How you spend and save your money is only part of your financial picture. The other part is how you earn your money and how much you earn.
  • Are you an underearner?
  • How will underearning affect you in the future?
  • Do you want to make more money but aren’t sure how to go about it?
  • Learn how you can achieve your earnings potential.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(4:39)
Speech 1 — Joel Framson
(7:31)
Speech 2 — Barbara Stanny
(7:25)
Speech 3 — Mikelann Valterra, MA
(9:56)
Q & A
(16:28)
Closing Remarks
(3:16)

About the speakers

Joel Framson, a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS), is the president of Silver Oak Wealth Advisors, LLC, in West Los Angeles, which specializes in helping women who have experienced a sudden change in their role as financial decision-maker by developing a financial road map to help in integrating life goals with investment decisions; has a Master’s Degree in Business Taxation from the University of Southern California; is frequently quoted in The Los Angeles Times, Investor’s Business Daily, and the Wall Street Journal; and has appeared as a guest on CNN and been featured numerous times on the radio.

Barbara Stanny is the author of Prince Charming Isn’t Coming: How Women Get Smart About Money and her latest book Secrets of Six-Figure Women: Surprising Strategies to Up Your Earnings and Change Your Life, has a background in business and a Master’s Degree in psychology, travels the country as a popular keynote speaker, and has been featured on Good Morning America, The View, CNN, The Maury Povich Show, Extra!, MSNBC, CNBC, The O’Reilly Report, Fox News, PBS, NPR, and the New York Times and USA Today.

Mikelann Valterra, MA, is a financial counseling professional in private practice since 1996, the author of Why Women Earn Less: How to Make What You’re Really Worth, completed undergraduate work in economics and earned her graduate degree from the John F. Kennedy University in California, studying consciousness and human potential, has appeared on KOMO News 4, KOMO Consumer Reports, KCPQ Mornings Live, and is a proud board member of Women Business Owners.

« back to archive list «
 
The Wi$eUp web site is maintained by the Texas AgriLife Extension Service. The Texas AgriLife Extension Service Mission: Improving the lives of people, businesses, and communities across Texas and beyond through high-quality, relevant education. Educational programs of Extension are open to all people without regard to race, color, sex, disability, religion, age, or national origin. We strive to deliver web information in a format that can be used by all.
Texas AgriLife Extension Service logo
The Wi$eUp website was last updated on November 24, 2009. Please send all your suggestions and questions to .