Personal Finance Seminar | University of Maryland Extension

William Arsn

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 


Source Article

Next Post

Best Renters Insurance Companies of 2020 | Renters Insurance

Best Renters Insurance Companies of 2020 While homeowners often are required by their lender to have homeowners insurance, many renters are under no such constraints. Renters insurance is neither mandated by law nor demanded by every landlord. Yet just as driving a car responsibly requires insurance, it’s a good idea […] WordPress Theme: Seek by ThemeInWP