Chapter Seven: When the Unthinkable Happens: How to Make Financial Plans for Unexpected Events
Summary: <p><strong>Jeffrey R. Lewis</strong><br> Jeffrey R. Lewis has been employed by the Heinz Family Office since May of 1991. Mr. Lewis serves as Chief of Staff for Teresa Heinz Kerry, and as President and Chief Operating Officer for the Heinz Family Philanthropies. Prior to joining the Heinz Family, Mr. Lewis was the Republican Staff Director for the late United States Senator John Heinz. He also worked for Senator Pete Domenici as the Deputy Staff Director for the U.S. Senate Special Committee on Aging, as a senior legislative assistant for Senator Bob Packwood, and as Senior Policy Advisor for Senator John Kerry. Mr. Lewis has worked at the state level having served as an assistant to the governor of Oregon. Mr. Lewis has been published extensively, he has written several chapters, columns, articles, op-eds, papers and booklets on women and retirement. He has coauthored two booklets, <em>What Every WOMAN Needs to Know About MONEY And RETIREMENT: A Simple Guide and What Everyone Needs to Know About Money and Retirement</em>. The booklets appeared as inserts in <em>Good Housekeeping</em> magazine, to a readership of over 26 million readers and in <em>Attaché</em>, the in-flight magazine of US Airways. Mr. Lewis holds a juris doctorate from the Northwestern School of Law of Lewis and Clark College; has a Master of Science Degree from the University of Southern California, Leonard Davis School of Gerontology; and a bachelor’s degree from the University of Michigan.</p> <p><strong>Maria C. Cordone</strong><br> Maria Cordone is the Director of the Community Services/EAP/Retirees Department of the International Association of Machinists and Aerospace Workers (IAM&AW), an organization with over 300,000 retired members. As the Director, she provides training and growth opportunities for active and retired members by recruiting, organizing and coordinating senior members in retiree chapters, and working with active members to initiate and implement programs for Employee Assistance and Community Services Representatives. Maria also creates literature and materials for department programs, and is responsible for the departmental annual budget. Maria has developed conferences and training programs to organize and strengthen active membership, and, in addition she has increased membership visibility in retiree chapters along with networking capabilities. She has also created new programs to increase benefits for members.</p>
