Financially Successful Aging: A Practitioner’s Seminar to Later Life Financial Well-Being
SAVE THE DATE: May 14, 2020 9:00am – 5:00pm ET
The Personal Finance Seminar is a fully-online, virtual training event.
The outstanding group of speakers include:
Angela Antonelli, Georgetown University, “From Savings to Security: The Need to Improve Retirement Readiness”
Luke Erickson, Ph.D. Personal Finance Extension Specialist, University of Idaho Extension, “Identifying Senior Scams“
Christine Moriarty, President, MoneyPeace, Inc, “Beyond Retirement: Planning for the Senior Set“
Hector Ortiz, Senior Policy Analyst, Consumer Financial Protection Bureau, “Pathways to Financial Well-Being among Older Adults“
Diana Varela, Public Affairs Specialist, Social Security Administration, “All You Need to Know About Retirement“
Nicole Wipp, Founder & Lead Attorney, Family & Aging Law Center PLLC, “Fundamentals of Estate Planning: How to be a ‘hero’ to your clients & their families when a healthcare crisis occurs“
All PFS 2020 conference registrants will receive discount codes for $25 off AFCPE® Professional/Certification Candidate Membership and $50 off Financial Counselor AFC® certification. This is for the 2020 membership. Memberships expire at the end of the calendar year.
For more information contact Diana Yacob at [email protected]
The University of Maryland is an Equal Opportunity Employer and Equal Access Programs