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

Friday, January 29th, 2010
Helping Low-Income Individuals and Families Build Financial Resources

Date: Friday, January 29th, 2010

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

Click here to view the flyer!

o Individual Development Accounts (IDAs) can help individuals with limited income and limited wealth meet their savings goals by providing a “match” which serves as both a reward and an incentive to continue saving.

o Learn about the EITC and other tax-related ways to generate financial resources.

o Do you spend most or all of your available income on basic necessities, such as food, clothing, and shelter, leaving little money for building emergency funds or long-term assets (financial resources)?

o What innovative financial products and services are available to help individuals build assets and/or obtain credit?

Assistant Secretary of Labor for Disability Employment Policy Kathleen Martinez and Women’s Bureau Deputy Director Latifa Lyles joined the speakers to discuss tools and strategies for building economic assets:

Audio and Transcripts

Call SectionMP3MS WordPDF
Opening Remarks
Speech 1 — Luke W. Reynolds
Speech 2 — Richard Keeling
Speech 3 — Elizabeth Jennings
Q & A
Closing Remarks

About the speakers

Luke W. Reynolds is Chief of the Outreach & Program Development Section in the Federal Deposit Insurance Corporation (FDIC) Headquarters in Washington, DC. Prior to his current position, he was the FDIC’s Community Affairs Specialist in Southern California. Luke promoted and supported Money Smart, a financial education curriculum designed to help individuals outside the financial mainstream develop financial skills and positive banking relationships. He worked to help financial institutions and community organizations understand ways to bring the unbanked into the financial mainstream and shared “best practices” for tools such as IDA matched savings programs and the IRS Volunteer Income Tax Assistance (VITA) program. Luke holds a baccalaureate degree with High Distinction from Indiana University where he studied public financial management and economics and a Juris Doctor (J.D.) degree from Loyola Marymount University Law School in Los Angeles.

Richard Keeling began his career with the Internal Revenue Service (IRS) in 1982 and worked several years in the compliance division of the government as an auditor, instructor and manager. In 2001, Richard was selected to his current position as a Senior Tax Analyst in Stakeholder Partnerships, Education and Communication (SPEC) of the Wage & Investment Division. His primary responsibility is working with the “Taxpayers with Disabilities” program. This program strives to provide more widespread access to tax information and free tax preparation to taxpayers with disabilities as well as asset building strategies to improve their economic well-being. In addition, Richard is involved with the IRS’ hiring initiative to recruit, employ and retain veterans and other people with disabilities.

Elizabeth Jennings, an Associate with the National Disability Institute in Washington, DC, and The Burton Blatt Institute at Syracuse University, is a national consultant on asset development strategies for persons with disabilities. She currently works on asset building strategies for individuals with disabilities throughout the State of New York under New York’s Medicaid Infrastructure Grant and provides training on the impact of work on Social Security benefits under Florida’s Medicaid Infrastructure Grant. Elizabeth has a Bachelor’s of Art in Sociology and minors in Black Studies and Women’s Studies from Florida State University.