University of Maryland Extension

Personal Finance Seminar

Base Name: 
pfs

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:...

2016 Speakers

2016 Conference Speaker Biographies Gerri Detweiler has more than twenty years of experience guiding individuals through the confusing world of credit, and had earned a reputation as a reliable and independent resource on personal and small business credit. She currently serves as head of market...

2017 Speakers

Anne Aldrich , a founding partner of Artemis Strategy Group, applies her broad research experience and passion for understanding what makes people tick to make our research assignments into powerful tools for our clients. Whether in support of marketing/communications strategy, tactical development...

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