Wi$eUp Teleconferences

Date: Friday, September 28^th, 2007

Time: 1:00 PM to 2:15 PM Eastern Time

Audio and Transcripts

Call Section	MP3	MS Word	PDF
Opening Remarks	(13:51)
Speech 1 — Jerry McCarthy, CPA/PFS, CFP	(10:34)
Speech 2 — Diana Varela	(12:48)
Speech 3 — Jonathan Pond	(15:24)
Q & A	(11:05)
Closing Remarks	(5:27)

About the speakers

Jerry McCarthy, CPA/PFS, CFP, is a licensed Certified Public Accountant (CPA), Personal Financial Specialist (PFS), CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of tax and investment experience. He holds B.S.B.A. degree from the University of Cincinnati with a concentration in Accounting/Finance. Mr. McCarthy previously worked for the international accounting, taxation and financial advisory firm of Coopers & Lybrand, and he has been a tax auditor with the Illinois Department of Revenue. Mr. McCarthy is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs. The AICPA offers free interactive tools, calculators, and articles addressing every aspect of money management and financial planning at www.360financialliteracy.org.

Diana Varela is a Bilingual Public Affairs Specialist with the Social Security Administration (SSA) in the Washington Metropolitan area. She began her career with the SSA as a Bilingual Service Representative in 1995, and has also worked as a Claims Representative and Field Representative. Born and raised in Honduras, Central America, Ms. Varela was a psychology major at the National University of Honduras from 1984 to 1987. She worked as a volunteer at the university’s Scientific Research Department, Behavioral Medicine Clinic. After moving to the United States in 1987, she attended Delgado Community College and the University of New Orleans to obtain an English for Speakers of Other Languages Certificate. She worked as a Bilingual Outreach Worker and as a Health Counselor for the City of New Orleans Health Department, AIDS Prevention Program from 1991 to 1995.

Jonathan Pond, author of You Can Do It! The Boomer’s Guide to a Great Retirement, is a public educator whose 16 prime-time public television specials have been critically acclaimed for their effectiveness in providing useful and understandable financial guidance to people of all financial circumstances. He is the recipient of many awards, including the Malcolm Forbes Public Awareness Award for Excellence in Advancing Financial Understanding and an Emmy award for his contributions to a television series on financial planning in the 21st century. Mr. Pond has made regular national appearances on all of the network and cable television stations, and his books have sold over one million copies. He was educated at the University of North Carolina, Emory University, and the Harvard Business School.