Wi$eUp Teleconferences

Date: Friday, September 29^th, 2006

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

Audio and Transcripts

Call Section	MP3	MS Word	PDF
Opening Remarks	(3:43)
Speech 1 — Eric C. Nordman	(13:06)
Speech 2 — Sarah K. Holt	(11:36)
Speech 3 — Rebecca Pace	(13:14)
Q & A	(14:40)
Closing Remarks	(2:09)

About the speakers

Eric C. Nordman is the Director of Research with the National Association of Insurance Commissioners (NAIC). He earned the Chartered Property Casualty Underwriter (CPCU) designation and is a Certified Insurance Examiner (CIE). Mr. Nordman supports a number of NAIC committees, task forces, and working groups, including the Property and Casualty Insurance Committee, the Climate Change and Global Warming Task Force, the Catastrophe Insurance Working Group, and the Terrorism Insurance Implementation Working Group. He provides expertise on loss costs, auto insurance, crop insurance, catastrophe insurance, property insurance, workers’ compensation, medical malpractice issues and other property and casualty issues. He responds to questions by the various state insurance regulators and provides advice on matters relating to property and casualty insurance. Mr. Nordman received his bachelor’s degree from Michigan State University.

Sarah K. Holt is the Supervisory Benefits Advisor in the San Francisco Regional Office of the U.S. Department of Labor/ Employee Benefits Security Administration (EBSA). She received her B.A. from the University of California, Berkeley and her J.D. from McGeorge Law School. Ms. Holt has several years of experience in the benefits arena and gives presentations on COBRA, HIPAA and relevant pension laws to public and private organizations on behalf of EBSA. She is also an instructor at the National Training Program for new Benefits Advisors with EBSA.

Rebecca Pace is a Certified Public Accountant (CPA) with a designation of Personal Financial Specialist (PFS), a Certified Financial Planner (CFP®) practitioner, and a Certified Divorce Financial Analyst™ (CDFA) who has been in the financial services industry for over 25 years and is a member of the American Institute of Certified Public Accountants (AICPA). In 2005 she founded her own company, Pace Advisors, LLC, in Cincinnati, Ohio. A frequent resource to the media on personal finance matters, she has been quoted in publications ranging from Kiplinger’s to USA Today. Ms. Pace holds a BBA from the University of Cincinnati and completed the Financial Planning Residency Program at the University of California, Irvine.