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

Friday, September 30th, 2005
Facing a Financial Crisis

Date: Friday, September 30th, 2005

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

When a disaster strikes, life suddenly changes. Find out what you need to know about preparing for and recovering from a disaster.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
Speech 1 — Meloni Hallock
Speech 2 — Victoria Melvin
Speech 3 — Brent Neiser
Speech 4 — Robin Taylor
Speech 5 — Nancy Montoya
Q & A
Closing Remarks

About the speakers

Meloni Hallock, a Certified Public Accountant, Personal Financial Specialist, and Certified Investment Management Analyst, is the CEO of Acacia Wealth Advisors, a SEC registered investment consulting firm in Beverly Hills, CA. Meloni has served on the Board of Directors of the American Red Cross of Greater Los Angeles for nine years and previously served on the Disaster Services Committee of the California State Service Council. She served as a technical editor of two guides created by the National Endowment for Financial Education in partnership with the American Institute of Certified Public Accountants and used by the American Red Cross to assist people affected by disaster.

Victoria Melvin works in the Preparedness Department at the American Red Cross National Headquarters in Washington, DC. She is the resident subject matter expert regarding helping people with disabilities mitigate the risk of natural and human-caused hazards, as well as the technical expert for earthquake and tsunami preparedness. Currently, Victoria is performing a strategic review of all the preparedness and disaster education materials.

Brent Neiser, a Certified Financial Planner (CFP), is Director of Collaborative Programs of the Denver-based National Endowment for Financial Education (NEFE), an independent nonprofit foundation committed to educating Americans about personal finance and empowering them to make sound decisions to reach financial goals. Following the September 11, 2001, terrorist attacks, NEFE joined forces with the American Institute of Certified Public Accountants and the American Red Cross to develop Disaster Recovery: A Guide to Financial Issues, a resource to help survivors of natural and man-made disasters recover financially from their losses.

Robin Taylor, a Certified Public Accountant, is a Senior Tax Analyst in Stakeholder Partnerships, Education and Communication at the Internal Revenue Service. He develops partnerships with key national organizations that have potential for making significant contributions to local communities in the areas of outreach, free tax return preparation, and asset building strategies. Robin has worked for the IRS since 1983. He is a member of the Georgia Society of CPAs. There are special tax law provisions that may help taxpayers recover financially from the impact of a disaster.

Nancy Montoya is the Regional Community Development Manager for the Federal Reserve Bank of Atlanta. Based in New Orleans, Louisiana, she covers the southern portion of Louisiana and Mississippi. Nancy advises community groups and financial institutions on affordable housing and promotes community development finance training and personal financial education for adults and children. She also serves as an Advisory Board Member for the Foundation for Mid-Souths Individual Development Accounts (IDA) Initiative.