Personal Finance Seminar

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

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

https://www.eventbrite.com/e/2020-personal-finance-seminar-for-professionals-tickets-85799292995

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, Esq, 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"

• 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  jketterm@umd.edu

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