University of Maryland Extension

Personal Finance Seminar

Base Name: 
pfs

PFS 2020 Resources

PFS 2020: Participant Resources You will have access to all conference materials here. Please note that this page will be updated as materials become available. Conference Materials Conference Program: Conference Agenda: Speaker Bio: Speaker Bios with Pics 2020.pdf Speaker List: Speaker Bios with...

2020 Speakers

Marcy Einhorn provides conflict resolution services to elders and their adult family members and support team members. Marcy helps the parties find common ground in order to begin to move beyond their hardened positions, from conflict to resolution. Dr. Luke Erickson has worked for University of...

PFS 2019 Resources

CEUs, Materials, and more! PFS 2019: You will have access to all conference materials here! Do you know anyone that missed the conference? Please share this link so they can purchase the recordings: https://www.eventbrite.com/e/recording-of-2019-personal-finance-seminar-for-professionals-tickets-...

2019 Speakers

Josh Harris joined the Clemson faculty in January 2016. He comes to Clemson from working in Financial Services and Planning with PNC Bank. Currently Josh is a Certified Financial Planner (TM) in good standing and founder of JW Financial Guidance, LLC. He is a member of the National and South...

Planning Committee

Planning Committee Priscilla Graves is currently a Family and Consumer Sciences Extension Educator with the University of Maryland. Priscilla is a native of North Carolina and has a total of 28 years as a Family & Consumer Sciences educator. She has served as a Family and Consumer Sciences...

Pre-Conference Resources

Here are the materials for this year's conference: These links are being provided for informational purposes only; any opinions, findings and conclusions or recommendations expressed in this material are those of the author(s)and do not necessarily reflect the views of the University of Maryland...

2018 Speakers

2018 Speakers Marguerita Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a Financial Advisor at Ameriprise Financial and an Analyst and Editor at Towa Securities in Tokyo, Japan. Marguerita is a past spokesperson for the AARP...

2017 Powerpoints and Resources

Anne Aldrich, Artemis Powerpoint: What Makes Your Clients Tick? Additional Resources: Ebook- Confidence Ebook: Americans and their Money Health Insurance Initiative Team Resources for educators Saundra Davis Powerpoint: Coaching YOU Kat Hyland Powerpoint: Know Before You Owe Adam Lee Powerpoint:...

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