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

Friday, May 29th, 2009
Achieving and Maintaining the Dream of Homeownership

Date: Friday, May 29th, 2009

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

Are you among the millions of homeowners struggling to make your mortgage payments or refinance to a lower interest rate? Do you know what type of assistance is available and how to access it? How do you avoid foreclosure rescue scams? Are you planning to buy a house because you think itís a good time to do so? If so, will you be able to qualify for a loan and do you know how to choose the type of loan thatís best for you? What tax incentives are available for homeowners and homebuyers? Click here to see our flyer.

Also, check out these helpful resources prepared by our speakers: 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.

The U.S. Department of Labor, Womenís Bureauís Wi$eUp project is dedicated to helping workers reduce debt and increase savings and investments. In addition to bimonthly teleconference calls, the Wi$eUp project consists of a curriculum offered online and in classroom settings and an online ďAsk the ExpertsĒ feature. For more information, including how to register to become a Wi$eUp participant, expert, or service provider, please visit www.dol.gov/wb or www.wiseupwomen.org. Also, now check out Wi$eUp on YouTube www.youtube.com/WiseUpWomen.

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(4:51)
Speech 1 — Ann vom Eigen
(16:14)
Speech 2 — Donna Wood
(8:47)
Speech 3 — Laurie Anne Maggiano
(13:35)
Q & A
(40:10)
Closing Remarks
(2:17)

About the speakers

Ann vom Eigen is a Consumer Compliance Specialist at the U.S. Department of Housing and Urban Development (HUD)ís Office of RESPA and Interstate Land Sales. She provides guidance to consumers and companies on regulatory compliance with the Real Estate Settlement Procedures Act (RESPA), foreclosure law, and other statutes affecting real estate settlements. RESPA is a consumer protection statute that requires that consumers receive disclosures at various times during real estate transactions and outlaws kickbacks that increase the cost of settlement services. Ms. vom Eigen initiates investigations of RESPA violations. Prior to working at HUD, Ms. vom Eigen formed AvE Solutions which focused on government affairs and public policy issues affecting the real estate, financial services, and communications industry. She received her J.D. from Georgetown University School of Law (1987).

Donna Wood, Certified Public Accountant (CPA)/Personal Financial Specialist (PFS), CERTIFIED FINANCIAL PLANNERô, is a Partner at Wood Smith Advisors LLC, Registered Investment Advisor and at Wood Smith Associates LLC, specializing in financial planning and investment advisory services for entrepreneurs and women. Ms. Wood brings more than 25 years of experience in business management, financial planning, and financial consulting to her clients, having held numerous finance, administration, and executive management positions in Fortune 500, mid-size, and startup companies. She also has earned a certificate from the American College on Special Needs Financial Planning. Ms. Wood received her BBA from the University of Michigan. She is a member of the American Institute of CPAís (AICPA) Personal Financial Planning section and the Financial Planning Association (FPA).

Laurie Anne Maggiano is a Senior Policy Advisor with the U.S. Treasury Departmentís Office of Homeownership Preservation. She has been one of the primary architects of the Administrationís Making Home Affordable Program, whose goal is to help up to 9 million American families avoid foreclosure through refinance or modification of at-risk loans. Prior to joining Treasury, Ms. Maggiano worked for the U.S. Department of Housing and Urban Development for 10 years where she ran the Federal Housing Administration (FHA) loss mitigation program and oversaw the sale of foreclosed homes. Prior to government service she spent 20 years in the mortgage industry as Sr. Vice President of a major West Coast savings bank and as Director of Real Estate at Freddie Mac. For four years she was on the faculty of the NeighborWorks Training Institute, and she has consulted extensively in the nonprofit housing sector.

 

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