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27th Annual Personal Finance Seminar for Professionals

Friday, February 13, 2015   (0 Comments)
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Save the Dates of May 13-15, 2015 at Doubletree Annapolis Hotel in Annapolis, Maryland and reserve your place now to attend the 27th Annual Personal Finance Seminar for Professionals! It is important that we, as professionals, keep up-to-date on the latest issues, trends and resources available in order to work most effectively with individuals and communities on issues concerning personal financial management.


Hosted by the University of Maryland Extension, past attendees have called the Personal Finance Seminar for Professionals “the most important financial conference for professionals in the mid-Atlantic.”

Learn about today’s most critical consumer-spending issues at a great venue for turning information into knowledge. Go to for all the details! Early bird deadline ends on April 1st, 2015.


The following speakers are confirmed for the 2015 conference:

Keynote Speaker: Annamaria Lusardi is the Denit Trust Distinguished Scholar and Chair Professor of Economics and Accountancy at the George Washington University School of Business. Dr. Lusardi has won numerous research awards. She was also awarded the William E. Odom Visionary Leadership Award from the Jump$tart Coalition for Personal Financial Literacy.

Keynote Speaker: Deborah Owens is a Thought Leader and advocate for remedying the wealth disparities of women and minorities. She is the creator of the A Purse of Your Own Campaign to financially empower one million women which, encourages women to form Purse Groups: five to ten women who meet monthly, support and hold each other accountable. 

Patty Avery is a financial empowerment program specialist at the Consumer Financial Protection Bureau.

Daniel Boylan is a Ball State University Educator focusing on Personal Finance. 

Pamela Chan is the Associate Director on CFED’s Applied Research Team.

Rod Griffin is Director of Public Education for Experian.

Emily Hoagland is a Research Manager on CFED.

Peter Holland is recognized as a national authority on consumer protection law.

Donna Miller presents financial literacy solutions as Director of Business Development at iGrad. 

Steve Rhode is a consumer debt expert who provides free help and advice to readers of his site,

Stuart Ritter is a vice president of T. Rowe Price Investment Services, Inc.  

Jean Setzfand is the Vice President of Financial Security at AARP. 

Linda Sherry is director of national priorities for Consumer Action.

Syble Solomon is the creator of Money Habitudes® and the co-creator of Money Habitudes Online®

Who Should Attend?


Educators, analysts, counselors, social workers, and other personal finance professionals. Our audience is expanding every year! Past participants come from all across the nation—from public, private, or not-for-profit organizations, including all branches of the military.


Why YOU Should Attend?


So you can learn from and interact with a roster of dynamic nationally known speakers. During the 3-day conference, experts in their fields will discuss the current major issues and trends confronting personal finance professionals and their clients. You’ll have the opportunity to network with your peers and browse through exhibits where a host of resources are on display.


Online Registration: Ready to Register? go to

Visit to learn more about the conference. The conference is approved for 16.25 CEUs for AFC. Hope to see you in May!

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