Personal Finance Seminar | University of Maryland Extension

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 


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