Financial Planning for Generation X & Y Women
 
Notice: Because of a database server upgrade, this site may be partially non-functional from August 21st to August 22nd. No data will be lost. We apologize for any inconvenience.
Under slight reconstruction until 5PM CST today... Please excuse the dust!
Resource Center
Expert Q&A Archive Teleconference Call Archive Online Resources Federal Reserve Board Resources FPA Perspectives
Error — no()

Wi$eUp Teleconferences

Monday, November 30th, 2009
Financial Management at Year's End

Date: Monday, November 30th, 2009

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

Topics Covered:
Learning to adjust spending and savings habits;
Conducting a year-end financial review;
Ideas to keep holiday spending under control;
and more...

Please check back later this month to read the transcripts and/or listen the MP3s of this teleconference!

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
(3:26)
Speech 1 — Erika Safran
(9:18)
Speech 2 — Liz Pulliam Weston
(12:24)
Speech 3 — David George
(13:35)
Q & A
(24:18)
Closing Remarks
(2:41)

About the speakers

Erika Safran, Certified Financial Planner(tm), is a Financial Advisor and Principal with Safran Wealth Advisors (SWA), a fee only financial planning firm in New York City. She provides financial planning and portfolio management to individuals and small businesses. In addition to these responsibilities, Erika is an adjunct faculty member in the Certified Financial Planners program at Baruch College. She has been quoted in Business Week, Money, the New York Times, Daily News, New York Post, the Orlando Sentinel, and USA Today, and has been interviewed on CNBC, CNN, BBC News, The Early Show, and That Money Show. Erika received her Bachelor of Science degree from SUNY at Buffalo and her Certified Financial Planner's degree from the College for Financial Planning. Erika is member of the Pro Bono Committee at Financial Planning Association and the Financial Women's Association of New York. She lives in New York City with her husband and her son.

Liz Pulliam Weston is the author of the books Your Credit Score: How to Fix, Protect and Improve the 3-Digit Number that Shapes Your Financial Future; Easy Money: How to Simplify Your Finances and Get What You Want Out of Life; and Deal with Your Debt. She is a personal finance columnist for MSN Money and author of the question-and-answer column "Money Talk," which appears in newspapers throughout the country. Formerly a personal finance writer for the Los Angeles Times, Pulliam Weston is a graduate of the certified financial planner training program at the University of California, Irvine. The winner of the 2007 Clarion Award for online journalism, she lives in Los Angeles with her husband and daughter. A January 2008 independent study by Nielsen NetRatings found that more than 3.4 million people turned to Pulliam Weston for advice and commentary about the personal finance issues that affect them.

David George, Certified Public Accountant (CPA) / Personal Financial Specialist (PFS), is a partner in Wealth Management Group LLP CPAs in Irvine, California, a fee-only CPA firm providing financial planning and investment advisory services and assisting people to make smart decisions about their money. The firm is registered by the Securities and Exchange Commission as a registered investment advisor in addition to being licensed by the California Board of Accountancy. David has practiced accounting since 1974. In 1985, he earned a Certificate in Advanced Personal Financial Planning from the California CPA Foundation for Education & Research. David has been involved in the American Institute of Certified Public Accountants in a variety of capacities, including serving as current Chair of the Retirement Plan Committee.