University of Maryland Extension

Agenda

2018 Personal Finance Seminar for Professionals Online Conference

AGENDA

May 10, 2018

 

9:45 – 10:00 AM             Welcome

 

10:00 – 11:00 AM            Sara Newcomb, MorningStar

                                                “Money Mindset”

This workshop gives abroad overview of the science of financial psychology and how various mental factors can interfere with good money management.  Participants will learn how to identify problematic thinking patterns as well as new tools for money management based on an integrated framework of psychology and economics.

                 

11:00 – 12:00 PM            Marguerita Cheng, Blue Ocean Global Wealth

                                                “Financial Planning & the Latest Trends”

This workshop delivers insight on new educational and investment research. Brings clarity to hard financial terms and regulations. Offering new tools and resources that will help clients achieve their financial goals.

 

12:10 – 1:10 PM                   Lillian Singh, Prosperty Now

                                               “The Growing Racial Wealth Divide”

Wealth is the foundation of economic security in the United States. As Dr. Mariko Change explains “wealth provides an overview of financial health; it represents our ability to deal with economic consequences of illness unemployment, and financial emergencies.  Wealth also reflects our ability to invest in our future and the future of our children.  This session will further explore the current realities of how people of color are impacted by racial wealth inequality and offer practical solutions on how practitioners can better serve clients to improve their financial stability.

 

1:10 – 1:40 PM                    Lunch Break

 

1:40 – 2:40 PM                    Timothy Ogden, Financial Access Initiative

                                                “Rocky Roads: American Families Financial Diaries' ”

This workshop will discuss the real challenges households face and the difficulty involved when determining the best choices when faced with instability.  This will be an interactive workshop where participants will be asked to discuss their suggestions and advice for the household members and the outcomes of these family members.

 

2:40 – 3:40 PM               Rod Griffin; Experian

                                       “Credit Scores: A Peak Behind the Curtain.

An interactive overview of the fundamentals of credit reporting and credit scoring. Learn how the credit reporting process works, why it is important to consumers and our economy and how you can become engaged in that process to successfully manage your credit history. Discover what goes into credit scores, where they come from, what they mean and what you can do to ensure your scores qualify you for the credit you want and need.

 

3:50 – 4:50 PM               David Halperin, Attorney & Counselor, and Blogger 

                                                “For-profit Higher Education in the United States"

The for-profit college industry grew by 2010 to have about 10 percent of all higher education students, about 25 percent of federal student aid, and nearly half of all federal student loan defaults. Government and media investigations exposed predatory practices by many companies in tghe industry, and the revelations helped produce declines in enrollments, and the collapse of some schools. But the Trump administration has reversed efforts to hold poorly-performing schools accountable. We will discuss for-profit college recruiting and marketing, educational quality, student loans, options for prospective students, policy and regulatory issues, and the future of this industry.

 

4:50 – 5:00 PM               Wrap-up/Closure

                                     

                                                           

 

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