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

Thursday, November 30th, 2006
Becoming Credit Smart - Part II

Date: Thursday, November 30th, 2006

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

Are you considering refinancing your mortgage? What are reasons to refinance? How do you measure the costs and gains from refinancing? Do you understand the basics of car buying? What are your options for auto financing? How much of your vehicle should you finance? Do you know how to minimize your risk of identity theft? What should you do if your personal information is compromised? How do you keep your computer and the personal information it stores safe?

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(4:41)
Speech 1 — Joell Dickerson
(11:19)
Speech 2 — Paul Maghielse
(15:03)
Speech 3 — Lisa Featherngill
(10:25)
Speech 4 — A.W. Pickel, III
(10:36)
Q & A
(15:16)
Closing Remarks
(1:13)

About the speakers

Joell Dickerson is a Financial Counselor with Mazuma Credit Union in Kansas City, Missouri. She previously worked as a Financial Literacy Specialist for Kansas City Neighborhood Alliance, where she taught homebuyer education. Joell has also worked with America Saves, a social marketing campaign promoting the importance of saving. She earned a B.S. in Organizational Communication at Rockhurst University and is currently enrolled in the Institute of Personal Financial Planning at Kansas State University.

Paul Maghielse is an expert in car buying. He educates the average consumer on methods for saving money over the entire vehicle ownership cycle. He also has his own consulting business in which he helps manufacturers on quality and productivity issues. Paul has written articles for The Motley Fool (Fool.com) and appeared in Fast Company, Jane, various newspapers, and on National Public Radio.

Lisa Featherngill is a Certified Public Accountant, Certified Financial Planner, and Personal Financial Specialist. She is a Managing Director at Heritage Wealth Advisors in Richmond, Virginia. Lisa previously led the MidAtlantic region financial planning and business advisory practices for Wachovia Bank and worked for Arthur Andersen in Washington, DC. She has experience in the areas of individual income taxation and strategic financial planning. Lisa serves as online host and tax expert for USAToday.com Tax Chat and tax expert for Richmond NBC affiliate WWBTs call-in tax information show.

A.W. Pickel, III is President, CEO, and founder of Leader One Financial, one of the leading regional mortgage lenders in the Midwest. He is a well-renowned member of the mortgage industry. A.W. has served on the Freddie Mac LP Advisory Committee since 2004. He was a member of the Fannie Mae Housing Impact Advisory Council from 2003 to 2005, and he served as President of the National Association of Mortgage Brokers from 2003 to 2004. A.W. has been widely interviewed and quoted in the Associated Press, the Wall Street Journal, the New York Times, USA Today, U.S. New & World Report, CNNfn, and the Washington Post. He received his B.S. in Accountancy at the University of Illinois at Urbana-Champaign and attended Wheaton Graduate School.