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!
Resource Center
Expert Q&A Archive Teleconference Call Archive Online Resources Federal Reserve Board Resources FPA Perspectives
Error — no()

Wi$eUp Teleconferences

Tuesday, May 31st, 2005
Estate Planning

Date: Tuesday, May 31st, 2005

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

  • Do you have an estate plan and do you know what it consists of?
  • You’re probably familiar with wills, but do you know what a durable power of attorney, a living will, and a medical durable power of attorney are and why they’re important, not just for seniors?
  • Do you know what a “trust” is?
  • Do you know what professionals can help you with these components of an estate plan?

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(2:09)
Speech 1 — Elizabeth J. Savage
(11:40)
Speech 2 — Suzanne Zemelman Gellman
(29:52)
Speech 3 — Larry McKoy, CPA/PFS
(9:05)
Q & A
(11:55)
Closing Remarks
(2:15)

About the speakers

Elizabeth J. Savage, a Senior Financial Advisor with American Express Financial Advisors in Mt. Pleasant, SC, has been specializing in financial planning since 1984. Elizabeth earned a BFA degree from the University of Georgia; holds the Certified Financial Planner designation from the College of Financial Planning; holds securities licenses with the National Association of Securities Dealers and state licenses with the state of South Carolina for securities, life insurance and annuities; and conducts seminars on a variety of financial topics.

Suzanne Zemelman Gellman is a Consumer Economics Specialist with the University of Missouri Extension. For more than ten years, she has been providing financial and legal education to the citizens of Missouri. Suzanne coordinates and presents educational seminars, develops curriculum, and does consulting on financial management, credit, identity theft, estate planning, investments, retirement planning, insurance, and various legal topics. Suzanne has B.S. and M.S. degrees in Consumer Economics and a Law degree.

Larry McKoy, CPA/PFS, is a Certified Public Accountant (CPA) financial planner with Goodman & Company in Richmond, VA, who specializes in estate and financial planning for all generations. Many of his clients consist of multiple generations of the same family. His “down to earth” view of what you should consider will make this hour entertaining, educational, and useful.