University of Maryland Extension

2020 Agenda

2020 Personal Finance Seminar for Professionals Online Conference


May 14, 2020


08:55 – 08:55 AM            Welcome


09:00 – 9:25 AM              Angela Antonelli, Georgetown University Center for Retirement Initiative. 



“From Savings to Security: The Need to Improve Retirement Readiness”


As the World Economic Forum has noted - if we live to 100, can we afford it? The answer is no. It is critical with a rapidly aging population that we explore ways to better prepare today's workers for the day when they can no longer work and need to still have income to support 20 -40 years in retirement.



9:30 – 10:25 AM              Christine D Moriarty, MoneyPeace, Inc


“Beyond Retirement: Planning for the Senior Set”


Baby Boomers and their parents are aging and are clients are among them.  This is a new category of life.  Seamless transitions for your elderly clients are everyone’s wish.  How do you do your best advising and attend to their changing needs?  This question will be addressed as well as planning for the stages of aging. Information on the specifics concerns including dementia, Alzheimer’s, long term care and assisted living will be provided.    Money and Memory is a hot topic as any recent New York Times article will show.  Members of our industry have been trying to work with different organizations to help smooth the way to help our aging Seniors.  Currently 5 million Americans are diagnosed with Alzheimer’s and the numbers are projected to grow at a frightening speed.  Knowing what to do in our practices allows us to do the best job possible if any unusual needs arise.       


10:30 – 12:00 PM             Diana Varela, Social Security Administration


“All you need to know about Retirement”


Information on eligibility requirements, how work affects        benefits, taxes and Social Security benefits, family benefits           and application process.



12:05 – 1:00 PM              Lunch 




1:00– 1:55 PM                      Luke Erickson, Ph.D., University of Idaho Extension


“Identifying Senior Scams”


Financial scams can take many forms. Some have been exposed for what they really are, like the “wealthy Nigerian prince” who turned out to actually be a cleaver, computer savvy teenager in a crowded internet café. Others are not as easy to identify. Many scams target senior citizen for their relatively larger sums of accumulated life savings. A few rules of thumb can go a long way to helping you avoid scammers. For, example, never give out any type of information unless you initiate contact because scammers frequently pose as legitimate businesses, charities, and organizations. If it sounds too good to be true, then it probably is. And, think twice when clicking on emailed hyperlinks. New Technologies may give scammers new opportunities to find victims, but underlying their fresh approaches are the same old tricks. This webinar will discuss the most prevalent scams, and newer tactics used by scammers, and will also explain the steps you can take to protect yourself and steps to take in the event that you fall victim to a scam. Knowledge is your best defense!  




2:00 – 2:55 PM                Nicole Wipp, Family & Aging Law Center PLLC


“Fundamentals of Estate Planning …How to be a “hero” to your clients & their families when a healthcare crisis occurs”


Learn how you can play a vital role in helping protect hundreds of thousands -- or more-- dollars of your clients hard earned money & assets - by understanding how estate planning REALLY works!



3:00 – 3:55 PM                Marcy Einhorn, Conflict Resolutions for Elders


”Life Death and Conflict”


Introduction to conflict resolution through mediation for elders and their concerned family and support team members



4:00 – 4:55 PM                Hector Ortiz, Consumer Financial Protection Bureau

”Pathways to Financial Well-being among Older Adults”


How does income, savings, and financial literacy affect financial well-being? Join us to learn about a study that examined the pathways through which older adults’ financial resources and behaviors, skills and knowledge relate to their overall sense of financial well-being. This presentation reinforces the importance of looking at what people have as well as what they do when examining financial outcomes.




4:55 – 5:00 PM                Wrap-up/Closure



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