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2017 Symposium Session Presentations

Please click on the session below to see session materials.




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


Click Here for the full video.


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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