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

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 arenít 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 Masterís Degree in Business Taxation from the University of Southern California; is frequently quoted in The Los Angeles Times, Investorís 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 Isnít 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 Masterís 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 OíReilly 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 Youíre 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.