Personal Finance
Resources for Financial Educators
2020 Financial Security Webinars
March - Basics of Investing: Understanding How to Invest Wisely
March 25, 11:30-12:30 Central Time, 12:30-1:30 Eastern Time
Please register: https://uaex.zoom.us/webinar/register/WN_3w8zfjtCQPuQR-TfY8ewXw
After registering, you will receive a confirmation email containing information about joining the webinar.
Webinar Description: Whether you are a new investor or older American, learning how to invest safely can mean a big difference for retirement. Topics will include stocks, bonds, mutual funds, investment risk and return, the red flags and common scams of investment fraud and questions to ask before investing. Discussion will also provide an overview of the free resources on Investor.gov, the SEC’s online portal for individual investors, including investor bulletins and alerts, tools to check financial professionals, sources for researching companies and savings and retirement calculators.
Guest Speaker: Alan E. Sorcher is an Assistant Director in the Securities and Exchange Commission’s Office of Investor Education and Advocacy (OIEA). Alan assists OIEA in its mission to inform and educate investors on frauds and other information relevant to investing in securities. Alan joined the SEC from Deloitte Financial Advisory Services LLP where he was a Director advising financial institutions on anti-money laundering and financial crime compliance. Earlier in his career, Alan was a Branch Chief in the SEC’s Division of Enforcement, a Senior Advisor at Treasury’s Financial Crimes Enforcement Network and Senior Counsel at the Federal Reserve Board. Alan also spent almost ten years as a Managing Director and Associate General Counsel at the Securities Industry and Financial Markets Association. Alan holds a B.A. from the University of Pennsylvania and a J.D. from the Boston University School of Law.
Alan E. Sorcher, Assistant Director, sorchera@sec.gov
February - Healthcare During the Senior Years
Click here to view the webinar recording Healthcare During the Senior Years
Watch Understanding Your Medicare Choices
Understand what you need to know about health care and health care costs during the senior years. Know where to go for information about Medicare and supplemental health insurance options. Review strategies and tools to help seniors estimate health care costs and practice using a case study. Learn about options that cover long term health care costs.
- Healthcare During the Senior Years Case Study
- Healthcare During the Senior Years slides
- How to Compare Medigap Policies
- Medicare Costs at a Glance
This webinar is part of suite of modules developed by the Health Insurance Literacy Initiative (HILI). If you are interested in becoming a certified educator for this module, please contact Jesse Ketterman at jketterm@umd.edu. A certified educator will have access to the PowerPoint and materials needed to facilitate the module. For more information about the initiative click here to visit the HILI website.
Jesse M. Ketterman, Jr., PhD, AFC®; Extension Educator (Family and Consumer Sciences, Financial 
Capability), University of Maryland Extension, Western Maryland Cluster
Maria Pippidis AFC; County Director and Extension Educator, Family and Consumer Sciences; UD Cooperative Extension
January - Issues in Family Resource Management for Educators
Carrie Johnson, Ph.D., AFC®; Extension Specialist and Associate Professor / Human Development and Family Science; North Dakota State University