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Wi$eUp Teleconferences

Tuesday, March 31st, 2009
Putting the Pieces Together to Weather the Economic Downturn

Date: Tuesday, March 31st, 2009

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

Has today’s economic downturn hurt the outlook for your financial security? Do you need to develop a modified spending plan as a result of reduced income, increased debt, or other changes in your financial situation? If you are facing a layoff, do you know if you’re eligible for unemployment benefits, what’s the maximum benefit amount you may receive, and how to file a claim? Do you know how to negotiate a severance package? What are your options for protecting or extending your healthcare coverage and retirement benefits after a job loss? Are there any special tax considerations to be aware of during such challenging economic times?

A question and answer session will follow the presentations. Transcripts and audio recordings of past Wi$eUp Teleconference Calls are available online at www.wiseupwomen.org.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(4:36)
Speech 1 — Bedda D’Angelo
(19:15)
Speech 2 — Stephanie Garcia
(15:39)
Speech 3 — Jack A. Heil
(15:34)
Q & A
(21:58)
Closing Remarks
(3:25)

About the speakers

Bedda D’Angelo, CERTIFIED FINANCIAL PLANNER™, is President of Fiduciary Solutions, Inc. in Durham, North Carolina. Fiduciary Solutions provides financial management services, including comprehensive tax, insurance, and estate planning services. With over 25 years of industry experience, Ms. D’Angelo draws on a broad knowledge base in financial planning, investment management, and trust administration to develop personalized financial plans for her clients. Before founding Fiduciary Solutions, Ms. D’Angelo held executive positions in the banking and investment management industries. She has been quoted in Business Week, Newsweek, Forbes, CBS Marketwatch, Smart Money, Wealth Manager, and the Journal of Financial Planning. Ms. D’Angelo is a member of the Financial Planning Association.

Stephanie Garciais Team Leader for State and Federal Programs in the Division of Unemployment Insurance Operations in the U.S. Department of Labor’s Employment and Training Administration, Office of Workforce Security. She has 16 years of combined state and federal experience in the Unemployment Insurance program.

Jack A. Heil, Certified Public Accountant (CPA)/Personal Financial Specialist (PFS), is the owner of Jack A. Heil CPA/CFF/PFS, founded in 1989 in Charlotte, North Carolina. Mr. Heil serves a wide range of clients, including individuals, small- to medium- size businesses, law firms, insurance companies, and independent adjusting firms throughout the Carolinas and other southern states. He has over 29 years of accounting, auditing, taxation, litigation, business advisory, and financial advisory service experience. Prior to opening his own firm, Mr. Heil was the Manager-in-Charge at the now combined global accounting firm Deloitte Touche Tohmatsu. Mr. Heil is an approved instructor and continuing education provider with the North Carolina Department of Insurance. He received a B.S. in Accounting from the University of Kentucky and is certified by the American Institute of Certified Public Accountants (AICPA) in Financial Forensics. Mr. Heil is a member of the AICPA Litigation Services Section, Tax Services Section, and Personal Financial Planning Section. , Certified Public Accountant (CPA)/Personal Financial Specialist (PFS), is the owner of Jack A. Heil CPA/CFF/PFS, founded in 1989 in Charlotte, North Carolina. Mr. Heil serves a wide range of clients, including individuals, small- to medium- size businesses, law firms, insurance companies, and independent adjusting firms throughout the Carolinas and other southern states. He has over 29 years of accounting, auditing, taxation, litigation, business advisory, and financial advisory service experience. Prior to opening his own firm, Mr. Heil was the Manager-in-Charge at the now combined global accounting firm Deloitte Touche Tohmatsu. Mr. Heil is an approved instructor and continuing education provider with the North Carolina Department of Insurance. He received a B.S. in Accounting from the University of Kentucky and is certified by the American Institute of Certified Public Accountants (AICPA) in Financial Forensics. Mr. Heil is a member of the AICPA Litigation Services Section, Tax Services Section, and Personal Financial Planning Section.

 

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