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

Friday, April 28th, 2006
Invest for Your Success

Date: Friday, April 28th, 2006

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

  • How do you build and manage a diversified investment portfolio?
  • What should you consider when buying and selling investments? What is your risk tolerance?
  • Do you understand the difference between index funds and actively managed funds?
  • How do taxes affect your investment decisions?

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(4:21)
Speech 1 — Nicholl Aldridge
(5:57)
Speech 2 — Alyssa Rakovich
(12:47)
Speech 3 — Mackey McNeill
(10:29)
Q & A
(18:51)
Closing Remarks
(2:16)

About the speakers

Nicholl Aldridge is an independent agent with Primerica Financial Services in Lee’s Summit, Missouri, where she has been serving families since 2002. Nicholl specializes in helping families get out of debt, plan for retirement, prepare a budget, and save for children’s college education. She began her career as a Trader Trainee on Wall Street, has worked on the New York Stock Exchange and the American Stock Exchange, and spent three years trading NASDAQ stocks.

Alyssa Rakovich is a financial planning specialist and certified retirement plan consultant with Smith Barney a subsidiary of Citigroup. Since 1998, Alyssa has been providing wealth management solutions to the growing needs of individuals, families and businesses. Alyssa is the life insurance and annuity coordinator for Smith Barney office in Charleston, South Carolina and is one of the top advisors in the nation in credit and lending. Alyssa received her BA from the College of Charleston and attended Hatfield College, Durham England.

Mackey McNeill, CPA/Personal Financial Specialist, is the President and CEO of companion companies which have been recognized as one of the largest women-owned businesses in Greater Cincinnati. Mackey is an Investment Advisor Representative and a frequent radio show guest. She writes a regular finance column called “Smart Women, Smart Money.” Her book, The Intersection of Joy and Money, was named Most Life-Changing Book and Outstanding Book of the Year by Independent Publishers.

 

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