‍TOPIC

The University of Maryland Extension is organizing the 32nd edition of the Annual Personal Finance Seminar for Professionals. This edition will be focused on the following theme: "Financially Successful Aging, a Practitioner's Seminar to Later Life Financial Well-Being."

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SPEAKERS

• Angela Antonelli, Mediator, Georgetown University
  
• Marcy Einhorn, Mediator, Conflict Resolution for Elders
• Luke Erickson, Ph.D and Personal Finance Extension Specialist, University of Idaho Extension
• Christine Moriarty, President, MoneyPeace, Inc.
• Hector Ortiz, Senior Policy Analyst, Consumer Financial Protection Bureau‍
• David Santana, Health Insurance Specialist, Centers for Medicare and Medicaid Services‍
• Diana Varela, Public Affairs Specialist, Social Security Administration‍
• Nicole Wipp, Founder & Lead Attorney, Family & Aging Law Center PLLC

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TALKS

The exact schedule will be defined later.

• Angela Antonelli, "From Savings to Security: The Need to Improve Retirement Readiness"
  
• Marcy Einhorn, "Life Death and Conflict"
• Luke Erickson, "Identifying Senior Scams"
• Christine Moriarty, "Beyond Retirement: Planning for the Senior Set"
• Hector Ortiz, "Pathways to Financial Well-Being among Older Adults"‍
• David Santana, "Understanding Medicare"‍
• Diana Varela, "All You Need to Know About Retirement"‍
• Nicole Wipp, "Fundamentals of Estate Planning: How to be a 'hero' to your clients & their families when a healthcare crisis occurs"