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

Friday, March 30th, 2007
Saving: Pay Yourself First

Date: Friday, March 30th, 2007

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

Do you think you earn too little or you’re too broke to save any money? Do you need a little help finding the leaks in your wallet and creating a realistic budget that includes savings? Do you know the difference between saving and investing? Our panel of speakers will share tips and strategies to help you achieve your personal savings goals, such as establishing an emergency fund, funding higher education, and saving for a house, retirement, or another major goal.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(4:04)
Speech 1 — Michael A. Masiello
(8:39)
Speech 2 — Kathleen Longo
(13:27)
Speech 3 — Lynette Atchley
(11:42)
Q & A
(18:11)
Closing Remarks
(2:55)

About the speakers

Michael A. Masiello is President of Masiello & Associates, a family-owned business formed in 1994 that provides personalized financial and estate planning services and products to assist people in accumulating and preserving wealth and providing for those they care about. Mr. Masiello is the creator and instructor of a number of community educational programs involving women and money, including Women and Investing; Divorce Planning; What to do before you say I DO; Retirement Planning for Women; and Yours, Mine, and Ours... A Practical Guide to Marriage and Money. He has a B.S. degree from St. John Fisher College in Business and Finance. Mr. Masiello has completed six out of the eight requirements for his Chartered Financial Consultant — Chartered Life Underwriter (ChFC CLU) designation.

Kathleen Longo, CERTIFIED FINANCIAL PLANNER™, is a Principal with Accredited Investors, Inc. in Edina, Minnesota, where she has worked since 2001. Her area of concentration is financial planning with a focus on effective money management, while incorporating taxes, insurance, and estate planning. Previously, she was a Client Advisor with Family Financial Strategies. Ms. Longo earned her B.S. in Financial Planning and Counseling from Purdue University. She served on the Board of the National Financial Planning Association and was named a "Future Star Of The Financial Planning Profession" by Financial Advisor magazine. Ms. Longo has been quoted in several national publications, including Money magazine, USA Today, Bloomberg Wealth Manager, Journal of Financial Planning, and The Wall Street Journal.

Lynette Atchley, Certified Public Accountant/Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™, is a sole practitioner in Redlands, California specializing in financial and tax consulting for individuals and small businesses. She has been using her financial, accounting, and tax planning expertise for more than 20 years to help people plan for lifetime security and realize their financial goals and objectives. Ms. Atchley is a 1990 graduate of California Polytechnic University, Pomona, with a Bachelor of Science degree in Accounting. She is a spokesperson for the American Institute of Certified Public Accountants’ www.360financialliteracy.org which offers free interactive tools, articles, and calculators to women addressing every aspect of money management and financial planning.

 

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