University of Maryland Extension

Personal Finance Seminar

Base Name: 
pfs

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...

2015 Speakers

Keynote Speaker: Annamaria Lusardi is the Denit Trust Distinguished Scholar and Chair Professor of Economics and Accountancy at the George Washington University School of Business (GWSB). Previously, she was the Joel Z. and Susan Hyatt Professor of Economics at Dartmouth College, where she taught...

CEUs

2021 Continuing Education Units CEUs will be awarded to those that attend the live streaming as well as the recording. Association for Financial Counseling and Planning Education (AFCPE ) : 7 CEUs will be awarded. Social Work CEUs : 7 Category I CEUs are approved for this confernece. Please know...

2014 Speakers

Dr. Lois A. Vitt is Chair and Founding Director of the Institute for Socio-Financial Studies (ISFS) in Charlottesville, Virginia. Dr. Vitt conducts research on consumer decision making, financial literacy education, consumer health finances, the finances of retirement and aging, and financial...

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