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

Tuesday, October 31st, 2006
Financial Planning for Life Events

Date: Tuesday, October 31st, 2006

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

Major life changes are also financial changes. Life events, such as marriage, divorce, purchasing a home, having a child, changing jobs, relocating, caring for aging parents, dealing with a serious illness or the death a loved one, and retirement, can significantly impact your personal finances. Do you know how changes in your life may affect your financial future?

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(4:25)
Speech 1 — Michele Schaff
(11:15)
Speech 2 — Dayana Yochim
(12:38)
Speech 3 — Scott Kreger
(7:56)
Q & A
(21:28)
Closing Remarks
(3:44)

About the speakers

Michele Schaff, Master of Professional Accounting (MPA), Certified Public Accountant/Personal Financial Specialist (CPA/PFS), Accredited Investment Fiduciary Analyst (AIFA®), is President of Ardor Financial Group, an independent, fee-only financial consulting practice in Northfield, Illinois. Among her many duties, Michele offers financial planning advice to private clients, trusts, and companies. She holds an NASD Series 65 Registered Investment Adviser license. Michele has authored and presented educational programs, including “Fundamentals of Intelligent Financial Management.” She is actively involved with the American Institute for Certified Public Accountants (AICPA), serving on the AICPA Professional and Personal Liability Insurance Committee and the AICPA Personal Financial Planning Executive Committee.

Dayana Yochim is employed with The Motley Fool, a multimedia financial education company, where she has demystified the basics of money and all areas of consumer finance, including savings, spending, home buying, credit cards, insurance, couples' finances, IRAs, and the psychology of money for the past decade. Her ability to make money-saving and money-making strategies accessible (and even fun) for millions of people is one of the reasons she is a frequently sought-after public speaker and commentator. She has appeared on “The Today Show”, Fox News, PBS and CNN, NPR, and has been quoted in such publications as The Washington Post, Newsweek Magazine, Glamour, Details, and Jane. Dayana is the author of two books, Couples and Cash: How to Handle Money with Your Honey and The Motley Fool Personal Finance Workbook. She is currently one of the advisors for GreenLight, The Motley Fool’s personal finance newsletter service.

Scott Kreger is a Vice President in Investments with the Rockville, Maryland office of Ferris, Baker Watts, Inc., the largest full-service investment banking firm headquartered in Washington, D.C. Scott has been in the financial service industry for nearly 20 years, successfully assisting clients with life decisions and financial planning needs. He manages close to $100 million for individuals and companies. Scott has earned the designation of Certified Senior Advisor (CSA), a professional who has received specialized training in aging and the important issues that affect seniors. Over the years, Scott has taught various financial planning courses for higher education as well as many companies. He has been interviewed in the media for his expertise and insight.