Personal Finance Seminar

Financially Successful Aging: A Practitioner's Seminar to Later Life Financial Well-Being

SAVE THE DATE:  May 14, 2020  9:00am - 5:00pm ET

The Personal Finance Seminar is a fully-online, virtual training event. 

The outstanding group of speakers include:

• Angela Antonelli, Georgetown University, "From Savings to Security: The Need to Improve Retirement Readiness" 

• Marcy Einhorn, Mediator, Conflict Resolution for Elders, "Life Death and Conflict"

• Luke Erickson, Ph.D. Personal Finance Extension Specialist, University of Idaho Extension, "Identifying Senior Scams"

• Christine Moriarty, President, MoneyPeace, Inc, "Beyond Retirement: Planning for the Senior Set"

• Hector Ortiz, Senior Policy Analyst, Consumer Financial Protection Bureau, "Pathways to Financial Well-Being among Older Adults"

• David Santana, Medicare, Health Insurance Specialist, Centers for Medicare and Medicaid Services: "Understanding Medicare"

• Diana Varela, Public Affairs Specialist, Social Security Administration, "All You Need to Know About Retirement"

• Nicole Wipp, Founder & Lead Attorney, Family & Aging Law Center PLLC, "Fundamentals of Estate Planning: How to be a 'hero' to your clients & their families when a healthcare crisis occurs"

For more information contact Jesse Jurgenson, Ph.D. at jbj@umd.edu 

The University of Maryland is an Equal Opportunity Employer and Equal Access Programs