Personal Finance Seminar for Professionals 2020

May

,

14

$130

REGISTER

Personal Finance Seminar for Professionals 2020

May

14

-

May 14, 2020

$130

Presentation

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."

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

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"

You may also be interested in...

Sign up for our newsletter

Thank you!
Oops! Something went wrong, Try again?