2025 Personal Finance Seminar for Professionals

UME's
37th Annual Personal Finance Seminar for Professionals:
Fearlessly Forward-Building Financial Capacity (6 AFC® CEUs incl. 1 ethics))
About this Event

The 37th Annual

Fearlessly Forward-Building Financial Capacity
Thursday May 15, 2025
9:00 AM to 5:00 PM EST
www.extension.umd.edu/pfs ______________________________________________________________________
A full-day, live-stream event
providing timely information relevant to
a multi-disciplinary field of finance professionals!
Learn what’s new and important in the finance world that will help you navigate those you serve on the path to financial success.

EARN: 6 AFC® CEUs, including 1 ethics CEU.

This year's PFS focuses on ’building financial capacity.' Financial capacity empowers individuals to make a broader array of informed life choices. Capacity depends on accurate information, opportunities for building wealth, and strategies to protect resources.

University of Maryland Extension (UME) has a time-honored reputation for bringing together an impressive selection of presenters each year for the Personal Finance Seminar for Professionals (PFS). Be inspired by fresh ideas, new resources, and enhanced skills! We invite you to join us for UME's 2025 Personal Finance Seminar for Professionals.

Here's a glimpse at the exciting lineup of presenters providing fresh perspectives during this year's event . . .

Tom Manganello, J.D. - U.S. Securities and Exchange Commission
Building Wealth Through Saving and Investing

Daniel D. Bachman, PhD - George Washington University and Deloitte (ret)
The US Economy: Current State and Prospects

Marsha A. Goetting, PhD., CFP® - Montana State University Extension
Think You Know Who Gets Your Property When You Die? Think Again.

Michael Kothakota, PhD - WolfBridge Wealth
Cryptocurrency and Gambling Behavior: A treatment effect analysis

Lucy M Delgadillo, Ph.D, CMC, CPC, CFSW - Utah State University
Financial Interpretation across Languages: Strategies for Sucess (Note: This session provides 1 AFC® ethics CEU)

Jenny Abel, M.S., AFC® UW-Madison Division of Extension
52 Ways to Climate-proof Your Finances

Frequently Asked Questions about PFS:

1. I'm excited about the 2025 PFS-- but I can't participate in the 'live-stream event' on 5/15/2025. Will the 2025 Personal Finance Seminar be recorded?

Yes! We believe that providing the event recording adds tremendous value to this professional development opportunity! Everyone that registers for the event will receive a link to the recording.

2. I'm not sure if this event is right for me. Who should attend UME's Personal Finance Seminar for Professionals?

PFS participants-- regardless of their backgrounds and roles-- learn about today's most critical financial issues and about how their clients or audiences may be impacted. UME's Personal Finance Seminar for Professionals is relevant to a multi-disciplinary field of professionals-- especially those who interact with individuals, groups, and/or communities regarding any aspect of financial wellness. Many PFS attendees are Accredited Financial Counselors (AFC®), certified through the , but our relevance and reach extend even further!

Through the years, University of Maryland Extension's PFS Planning Committee has been deliberate in responding to the expressed needs of a wide spectrum of service providers, including personal finance professionals from public, private, and not-for-profit organizations, including all branches of the military. Additionally, educators, social workers, volunteers, and a broad range of individual and community advocates have consistently shared with us that UME's PFS has served as a valuable piece of their development as professionals, and that the themes and resources have been highly relevant within the scope of their various roles.

3. I will need a Certificate of Attendance- how do I request one?

At the time of registration, you will have the option to indicate if you require a Certificate of Attendance. Certificates will be sent after the conference to the email used on the registration form. A certificate is not needed for AFC® CEUs

4. Are there any CEUs offered for this event?

6 AFC® CEUs, including 1 ethics CEU are offered through the ) for this event.

5. I already registered for PFS, but can no longer participate. Can I cancel my registration?

If you are unable to attend the live-stream event on the scheduled date for the PFS, you will still have access to the recording and all supplemental materials! Unfortunately, refunds cannot be issued for cancellation of registration for this event. There is an option to transfer your registration to someone else.

6. I have a question that isn't listed here. Where can I get more information?

We're eager for you to learn more! Check out our University of Maryland Extension website for the Personal Finance Seminar for Professionals: www.extension.umd.edu/pfs

If you still have questions, we would love to hear from you! Contact our PFS Coordinator, Jesse Ketterman at: [email protected] OR co-coordinator, Dorothy Nuckols at: [email protected]

. . Remember to visit our PFS website: www.extension.umd.edu/pfs
Event Photos

University programs, activities, and facilities are available to all without regard to race, color, sex, gender identity or expression, sexual orientation, marital status, age, national origin, political affiliation, physical or mental disability, religion, protected veteran status, genetic information, personal appearance, or any other legally protected class.