University of Maryland Extension
Welcomes you to the 35th
Personal Finance Seminar
for Professionals!
Thursday, May 11, 2023
FEARLESSLY FORWARD: FINANCIAL WELLNESS AT ANY AGE
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