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2017 Symposium Session Presentations

Please click on the session below to see session materials.

 

FINAL EVENT INFORMATION: CLICK HERE

SURVEY'S: CLICK HERE

Please Note: Materials are still being uploaded! Thank you for your patience.

 

Financial Action Steps and Milestones for Different Ages and Stages of Life:

 

Speaker: Barbara O'Neill

 

 

Project Finance- Reforming Financial Education for Future Generations:

 

Speaker(s): Neha Narayan and Stanley Jian

 

 

Breakout Session 1 - "Fake News" - Session on Social Media and Consumer Issues

 

Speaker: Megan Dempsey

 

 

 

Breakout Session 1 - ID Theft/Equifax:

 

Speaker: Jim Wilcox

 

 

Breakout Session 1 - Opioid Epidemic:

 

Speaker: Special Agent Timothy P. McMahon

( This presentation cannot be posted online)

 

 

Breakout Session 2 - Life's Big Purchases:

 

Speaker(s):Marilyn Allena and Grant Gallagher

 

 

Breakout Session 2 - Wants/Needs/Habits/Beliefs/Money Attitudes of Young Folks Today:

 

Speaker(s): Marissa Anema, Heather Krushinski and Allison Macey

 

 

 

Retire on Track:

 

Speaker: Grant Gallagher

 

 

2015 Financial Literacy Symposium

To view program and speaker information click here!

Symposium presentation and handouts:

Health & Wealth

Retirement Across Different Generations

Student Loans

Cross Generational Perspective of Financial Literacy - Social Security | w!se

Spending Addiction

Insurance, A Tax Free Investment

02/27/15 Member Meeting: 

 

ACA and Federal Income Taxes by Dr. Barbara O'Neill

 

SIFMA Foundation - Financial Education Programs by Nancy Kahn

 

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