Thursday, January 31st, 2008
Date: Thursday, January 31st, 2008
Time: 2:00 PM to 3:00 PM Eastern Time
Is organizing your financial paperwork among your New Year’s resolutions? Do you know which papers are important to keep, and do you have a systematic plan for keeping track of them? How long should you retain them? In the event of an emergency, would you or a trusted friend or relative have quick access to your personal, financial, and legal documents? How do you replace important household papers that are lost, stolen, or destroyed?
Listen as three experts share how to give a record-keeping system a makeover, and answer participants' questions after the presentations.
Here are some resources to help you get started in financial recordkeeping:
These resources and tools will be used in this lesson:
Audio and Transcripts
About the speakers
Karin Maloney Stifler has practiced as a fee-only Certified Financial Planner® professional since 1990 with nationally recognized firms in Boston and Cleveland. She has been in the financial services industry for over 20 years. Ms. Stifler founded True Wealth Advisors, LLC to provide independent financial coaching and unbiased expert advice to individuals and families. She serves on several non-profit boards, including the Ohio Tuition Trust Authority (Ohio 529 College Savings Plan) and the Financial Planning Association, where she led national pro bono financial planning efforts to help military families, disaster victims, and others in financial need. Ms. Stifler holds a B.A. in International Studies and Economics from Miami University in Oxford, Ohio, and MBA in Finance from Northeastern University in Boston, Massachusetts. She recently appeared on the Discover Channel’s TLC series on Family & Money.
Dr. Debra Pankow is in her 20th year as the Family Economics Management Specialist for North Dakota State University (NDSU) Extension Service. She is also the Chair of the award-winning national eXtension Financial Security for All Community of Practice. The Community of Practice works to provide consumers information that can help them make sound financial decisions. These experts have provided an extensive library of “frequently asked questions” and volunteer to answer specific consumer questions within 48 hours. Dr. Pankow teaches online courses in financial literacy, ethics, and sociology, and has authored and co-authored numerous publications on financial topics. She received her B.S. in Home Economics and her M.S. in Child Development & Family Science from NDSU, and her Ph.D. in Rural Sociology from South Dakota State University.
Terry L. Jones is a Certified Public Accountant and Personal Financial Specialist. As the owner of her CPA practice in Falls Church, Virginia, she has over 25 years of experience working with individuals and businesses on tax, financial and retirement planning matters. She is a registered investment advisor, mortgage broker and insurance agent, and helps individuals and businesses to establish retirement and benefit plans. She holds a B.A. and Masters of Accounting degree from Rice University, and has worked with two of the Big 4 accounting firms. Ms. Jones is an active writer and speaker on tax planning, and serves as a member of the American Institute of Certified Public Accountants (AICPA) CPA Ambassador community outreach program. She was recently interviewed on ABC news regarding financial fitness tips for 2008. The AICPA offers free interactive tools, calculators, and articles addressing every aspect of money management and financial planning at www.360financialliteracy.org.