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

Friday, September 29th, 2006

Date: Friday, September 29th, 2006

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

  • Insurance is the primary way people manage risk that has financial consequences.
  • Have you identified the sources of risk in your life and what loss might result from those risks?
  • Have you determined how you will manage those risks?
  • Are you familiar with the types of insurance and how insurance works?
  • Have you evaluated your insurance coverage? Does your employer offer insurance (e.g., life, health, and/or disability insurance) as an employee benefit?

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
Speech 1 — Eric C. Nordman
Speech 2 — Sarah K. Holt
Speech 3 — Rebecca Pace
Q & A
Closing Remarks

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.