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

Monday, July 31st, 2006
Strategies for a Secure Retirement

Date: Monday, July 31st, 2006

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

  • The face of retirement in America is changing. What can you do to be prepared?
  • How much money should you be saving?
  • Are you familiar with the different ways you can save for retirement?
  • Does your employer offer a pension plan, and what happens if you change jobs?
  • Do you know why itís important to start saving for retirement as early as possible?
  • Do you know how many years of work/credits you need in order to be eligible for Social Security retirement benefits?
  • How do you balance saving for retirement with your other financial goals?

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(3:51)
Speech 1 — Judith Martindale
(11:36)
Speech 2 — Martha Priddy Patterson
(14:48)
Speech 3 — Kevin Huff
(10:52)
Q & A
(19:51)
Closing Remarks
(1:36)

About the speakers

Judith Martindale is a Certified Financial Planner and Enrolled Agent who has been named one of Americaís top 200 financial planners for three years in a row by Worth magazine. She is the co-author of the award-winning No More Baglady Fears: A Womanís Guide to Retirement Planning and 52 Simple Ways to Manage Your Money. Her financial advice has been quoted in various newspapers and magazines throughout the country. Judi was the weekly financial commentator on CBS-affiliate KCOY-TV Evening News, and she hosted her own radio show, San Luis Success Story. She was also founder and president of Financial Planning University, a virtual university that provided consumer education teleclasses and advanced training for financial advisors. Judi received her Master of Education at Miami University in Ohio and currently lives in Central California.

Martha Priddy Patterson is a lawyer who has worked with employers for almost 25 years on retirement and health care benefits plan designs and compliance issues. She considers her most significant achievement to be her work in educating women about the importance of saving for retirement, how to do so most effectively, the various rules surrounding retirement saving, and the unique challenges many women face in building retirement savings and benefits. In 1993, she published the first book dedicated to womenís lifetime retirement planning issues, The Working Womanís Guide to Retirement Planning. In 1999, she updated her work in The New Working Womanís Guide to Retirement Planning. Martha is Director of Deloitte Consulting LLPís Human Capital Practice in Washington, DC. She is a graduate of the University of Texas School of Law and Vanderbilt University. She serves on the Board of the Pension Research Council and is Contributing Editor of The 401(k) Handbook, published by Thompson Publishing Group.

Kevin Huff, a Certified Public Accountant and Personal Financial Specialist, is employed as an Investment Advisory Representative of Advice and Planning Services, a division of TIAA-CREF Individual and Institutional Services, LLC, a Registered Investment Advisor. TIAA-CREF, a Fortune 100 company, provides retirement plan services to close to 2 million plan participants at more than 15,000 universities, medical organizations and other nonprofit institutions throughout the United States. As a member of the Central Advice Group in Charlotte, North Carolina, Kevin brings more than twenty yearsí financial planning, healthcare and employee benefits administration experience to the organization. He currently provides internal support and research services for 150 wealth management advisors across the country who meet regularly with retirement plan participants and retirees to discuss investment and financial planning issues.

 

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