Money can't buy happiness, but it can buy security and safety for you and your loved ones!
The 2023 Money Matters Conference is a FREE event designed to help improve your financial habits and knowledge. Whether you are looking to sharpen your financial tools to save and invest; to learn how to budget more effectively; or are interested in topics such as retirement and estate planning, savings accounts, and mutual funds; this conference is for you!
We will have several workshops led by professionals in the financial planning and banking fields to provide resources and help you on your road to financial freedom. Come and learn how to find financial peace of mind at Money Matters Conference 2023!
A light lunch will be provided. Check-in begins at 8:30am, and the conference goes from 9:00am-2:00pm.
Registration for this event closes on Wednesday, August 16 at 5:00pm.
Conference Guest Speakers
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Kenneth Reese graduated from Penn State University in 2008 where he enjoyed studies in finance and law. He graduated with a bachelor's degree in Political Science with a Business minor but decided to pursue a career as a Certified Financial Planner practitioner incorporating his passion for finance into his career path. His ten years of wealth management experience come from both a bank and a boutique planning environment. Ken continued to deepen his financial planning knowledge by earning several designations including becoming a ChFC (Chartered Financial Consultant), a CLU (Chartered Life Underwriter), which are both awarded by the American College and an Enrolled Agent, awarded by the Internal Revenue Service acknowledging his in-depth knowledge of individual taxation, corporate and partnership taxation, and Circular 230 regulations, the ethics and rules governing the IRS practices. Ken is now working on obtaining his Master’s Degree in Financial Services.
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Bethany has a Bachelor of Science in Business Administration, with a concentration in Financial Management from Goldey-Beacom College. Bethany is a Chartered Retirement Planning Counselor and holds various FINRA (Financial Industry Regulatory Authority) licenses. During her eight years of experience as an advisor, she has learned to place an emphasis on the individual clients’ needs.
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“I am a branch manager at M&T bank at the East Lebanon location in Dover, Delaware. I specialize in helping small businesses in Delaware.
My purpose is to understand the individuals and the businesses in my neighborhood, so we can create the right opportunities for the people we serve.
Being a banker is more than my job, it’s a passion. It is truly a pleasure to have the opportunity to work alongside so many small businesses in my community, to help you imagine what is possible, and then witness dreams come a reality. Our belief at M&T is that successful businesses are built on successful relationships.”
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Matt Baxter is Social Security’s public affairs specialist for Delaware along with the Eastern Shore of Maryland and Virginia. Matt has sixteen years of experience working for Social Security. Since 2014 he has coordinated the agency’s outreach efforts throughout his territory. Prior to serving in his current capacity, Matt spent seven years as a claims specialist in the Wilmington, DE field office, during which time he received a Commissioner’s Citation, one of the agency’s most prestigious employee awards.
Matt grew up in Lancaster County, PA and graduated from Saint Joseph’s University with a B.A. in International Relations. He lives with his wife and two cats in Wilmington.