University of Maryland Extension

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

Conference Date: Has Passed. Please purchase the recording here:


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" 

  • 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"

    All PFS 2020 conference registrants will receive discount codes for $25

    off 2020 AFCPE® Professional or Candidate Membership and $50

    off AFC® (Accredited Financial Counselor) certification registration for 2020!


Pre-Conference Date: May 11, 2020 Time: 10:00am-11:30am.

You do not need to register for the pre-conference.

Pre-conference entry is free for all conference registrants.


For more information contact Jesse Ketterman at

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


Personal Finance Seminar
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