Presentations

2017 Symposium Session Presentations

Please click on the session below to see session materials.

FINAL EVENT INFORMATION: 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

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