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Wi$eUp Teleconferences

Friday, November 21st, 2008
Economic Turbulence and Planning for 2009

Date: Friday, November 21st, 2008

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

Are you worried about your financial security in todayís economic downturn? What steps can you take to protect your savings? Do you know how FDIC deposit insurance works and how to estimate the coverage on your deposits? Do you need to change your retirement savings strategy? Are you considering tapping into your retirement account to make ends meet? Can year-end tax planning help you reduce your tax bill?

For more information: View our Flyer

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(3:45)
Speech 1 — James Guarino
(11:02)
Speech 2 — Kathleen Nagle
(12:50)
Speech 3 — Dallas Salisbury
(9:13)
Q & A
(30:13)
Closing Remarks
(2:12)

About the speakers

James Guarino, Certified Public Accountant/Personal Financial Specialist, Certified Financial Planner, is Senior Tax Manager at Moody, Famiglietti & Andronico, LLP, in Tewksbury, MA. He has more than 24 years of experience providing tax consulting, financial and business planning guidance to individuals and closely held businesses. Jim received his M.S. in Taxation from Bentley College and his B.S. in Business Administration from Merrimack College. He is a member of the American Institute of Certified Public Accountantsí Tax Division & Personal Financial Planning Division, the Massachusetts Society of Certified Public Accountantsí Personal Financial Planning Sub-Committee, and the Boston Chapter of the Financial Planning Association Consumer Awareness Sub-Committee.

Kathleen Nagle is Associate Director for Consumer Protection in the FDICís Division of Supervision and Consumer Protection in Washington, DC. In this position, she is responsible for the FDICís Consumer Affairs Program and Deposit Insurance Outreach Program. Prior to this, Kathy headed the FDICís Deposit Insurance Outreach Program and was responsible for implementing national initiatives to educate the public and the banking industry about federal deposit insurance coverage. Before joining the FDIC, Kathy held senior management positions at the Resolution Trust Corporation and the Federal Savings and Loan Insurance Corporation, where she was responsible for implementing national policies for the payment of deposit insurance at failed savings associations.

Dallas Salisbury is the President and CEO of the Employee Benefit Research Institute (EBRI) in Washington, DC. EBRI provides objective information regarding the employee benefit system and related financial security issues to researchers, policy makers, and the media. Dallas regularly testifies at Congressional and Commission hearings on economic security topics and appears in print and broadcast media around the world. His most recent books include The Future of Retirement Income in America and IRA and 401(k) Investing. Dallas is a Fellow of the National Academy of Human Resources and a member of the Board of Directors for the FINRA Investor Education Foundation and the Board of Advisors to the Comptroller General of the United States. He holds a B.A. degree in finance from the University of Washington and an M.A. in public administration from the Maxwell School of Citizenship and Public Affairs.