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

Friday, May 30th, 2008
Money Matters: Budgeting to Stretch Your Dollars

Date: Friday, May 30th, 2008

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

Are your day-to-day spending habits keeping you from reaching your long-term financial goals? Creating a personal spending plan is easier than you think. Join us to hear three experts discuss how to make – and stick to – a budget, stop mindless overspending, and free up cash. A budget can help you make informed financial decisions, build wealth, and get and stay out of debt.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(3:08)
Speech 1 — Erika Safran
(10:20)
Speech 2 — Rebecca Schreiber
(15:59)
Speech 3 — Warren Strauss
(12:52)
Q & A
(32:41)
Closing Remarks
(2:53)

About the speakers

Erika Safran, CFP, is a Financial Advisor and Principal with Financial Asset Management Corporation (FAM), a fee only financial planning firm in New York, New York. She provides financial planning services to individuals and small businesses. In addition to her responsibilities at FAM, Erika is an adjunct faculty member at Baruch College for the Certified Financial Planners Program. She has been quoted in numerous publications, including The New York Times, Kiplingers, USA Today, and Financial Planning Magazine, and has appeared on CNN Money, The Early Show on CBS, BBC News, and That Money Show on PBS. Erika received her Bachelor of Science degree from SUNY at Buffalo and her Certified Financial Planner’s degree from the College for Financial Planning. She is a member of the Financial Planning Association.

Rebecca Schreiber is a fee-only Financial Planner who specializes in the debt management, saving and investing needs of individuals in their 20s, 30s and 40s. She serves a local and international clientele from her office in Silver Spring, Maryland. Throughout her career, Rebecca has leveraged her financial skills to enhance the prosperity of individuals and companies alike. After several years of building stable, customer-centric systems in small companies, she expanded her career with a multi-million dollar online retailer where she created and managed a $90 million financial management and fraud detection program. After helping several small business owners and investors become wealthy, she turned her attention to the individual. Rebecca passed the Certified Financial Planner® exam in 2005 and opened her own fee-only financial planning practice. She expects to receive CFP® certification in March 2009.

Warren Strauss, Certified Public Accountant/Personal Financial Specialist, is a Registered Representative of Moors & Cabot, Inc., a member of the New York Stock Exchange, where he is a Senior Vice President-Investments. Warren has more than 27 years experience in providing personal financial guidance to people who need help making decisions regarding retirement income planning, divorce financial planning, portfolio evaluation, tax exempt bond selection, and investment manager evaluation. Warren has been interviewed and quoted in Boston publications such as the Boston Herald, as well as having written for the media. He received a Bachelor of Science in Public Accounting from New York University and Master of Business Administration in Finance and Investments from City University of New York, Bernard M. Baruch Graduate School of Business. Warren is a member of the American Institute of Certified Public Accountants.