Loading Events

All Events

Details

Date:
May 14, 2020
Time:
9:00 am - 5:00 pm
Cost:
$130
Website:
Register

Venue

Webinar / Online Meeting
Online Meeting

Other

Topics
General
Eligibilities
Open to all Professionals
Sponsors
University of Maryland Extension
CEUs / Credits
7.50
Options
This is a Live CEU program.
  • This event has passed.

May 14, 2020 @ 9:00 am - 5:00 pm EDT

$130

32nd Annual Personal Finance Seminar for Professionals
Financially Successful Aging: A Practitioner’s Seminar to Later Life Financial Well-Being

The Personal Finance Seminar for Professionals is designed for personal finance professionals from public, private, and not-for-profit organizations, including all branches of the military. Participants learn about today’s most critical financial issues and how to turn information into consumer knowledge and action.

Presenters:

  • Marcy Einhorn, Mediator, Conflict Resolution for Elders, “Life Death and Conflict”
  • 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”
  • David Santana, Health Insurance Specialist, Centers for Medicare and Medicaid Services: “Understanding Medicare”
  • 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”

Leave a Reply

Your email address will not be published. Required fields are marked *