University of Maryland Extension

Welcomes you to the 35th 

Personal Finance Seminar

for Professionals! 


Thursday, May 11, 2023






9:00 am – 9:10 am 

Welcome and greetings! – Jinhee Kim

A message from the Dean

Dr. Craig Beyrouty, Dean of the College of Agriculture and Natural Resources,

Director of the Maryland Agricultural Experiment Station and University of Maryland Extension

9:10 am – 10:05 am

Becky Smith, Mississippi State University

Finding Sustainable Balance: A More Whole and Human Take on Managing  Time, Energy, and Money

10:10 am – 11:05 am

Mia Russell, Johns Hopkins University

Adulting 101: Managing Your Financial Wellness Journey


11:05 am -11:20 am

Stretch break and prizes!  

11:20 am - 12:15 pm

Jinnifer Ortquist, Michigan State University

Retirement Myths and Facts

12:15 pm - 1:00 pm 

Grab lunch and come back for more!

1:00 pm - 1:55 pm

Peter Dolkart, Federal Reserve Bank of Richmond

The Impact of Benefits Cliff on Family Wellbeing

2:00 pm - 2:55 pm

Marsha A. Goetting, Montana State University

To quote Shakespeare: To have a trust or a will…Aye, that is the question

2:55 pm - 3:10 pm 

Stretch break and prizes! 

3:10 pm - 4:05 pm 

Luke Erickson, University of Idaho

Holistic Financial Wellness

4:05 pm - 4:15 pm 

Closing remarks & program wrap-up! 

Carrie Sorenson, UME Financial Wellness Team Leader, Northern Maryland Cluster