Skip to main content

Cliffs Notes from the Journal of Financial Counseling & Planning

CEU approval for MFLN Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar.For more information and to earn CEUs from more current webinars click here.

Many financial practitioners do not take the time to read research journals, let alone apply the findings of personal finance studies to their work.  This 90-minute webinar will address this concern head on. It will begin with participants sharing some of the most memorable personal finance research studies that they recall and specific ways that they have put research findings into practice with clients or students. It will then present a summary of research findings on a wide variety of personal finance topics including saving, investing, credit, cash flow management, purchase of a home, planning for retirement, and managing money in retirement. The source of the webinar content will be studies published in the Journal of Financial Counseling and Planning during the past decade. Even more importantly than the research summaries, however, will be the discussion of actionable implications for financial practitioners; i.e., the “so what?” of published studies.  Every study that is mentioned in the webinar will be presented in “split screen” format with one side of each slide briefly describing a study and the other listing specific implications for practitioners. The webinar will conclude with a consolidated list of action steps and online resources. Participant interaction will include answering some of the same questions that researchers have posed in their published studies.


For information on how to join this webinar, click here.

Speaker

Dr. Barbara O’Neill, financial resource management specialist for Rutgers Cooperative Extension, has been a professor, financial educator, and author for 35 years. She has written over 1,500 consumer newspaper articles and over 125 articles for academic journals, conference proceedings, and other professional publications. She is a certified financial planner (CFP®), chartered retirement planning counselor (CRPC®), accredited financial counselor (AFC), certified housing counselor (CHC), and certified financial educator (CFEd). Dr. O’Neill served as president of the Association for Financial Counseling and Planning Education and is the author of two trade books, Saving on a Shoestring andInvesting on a Shoestring, and co-author of  Investing For Your Future,Money Talk: A Financial Guide for Women, and Small Steps to Health and Wealth.  She earned a Ph.D. in family financial management from Virginia Tech and received over three dozen awards for professional achievements and over $900,000 in funding for financial education programs and research.


This Cover photo image Reading by Pedro Ribeiro Simões for this webinar is licensed Creative Commons.

https://www.youtube.com/watch?...e=youtu.be

Who Is Attending

Add Comment

Comments (0)

Post

About the Extension Foundation

The Extension Foundation is a non-profit designed to be the engine fueling U.S. Cooperative Extension’s advancement in making a more visible and measurable impact in support of education outreach from land-grant universities/colleges located in every state and territory. Extension Foundation is embedded in the U.S. Cooperative Extension System and serves on the Extension Committee on Organization and Policy (ECOP). The Foundation provides an array of opportunities for Extension professionals that foster innovation creation, the adoption of innovations at member institutions, and increased impact of Extension programs. This work is supported by your membership dollars and funding from USDA-NIFA, grant no. 2020-41595-30123. For more information on Extension Foundation membership, please visit extension.org. You can also find our Terms of Servicee here

© 2021 Extension Foundation. All rights reserved.

×
×
×
Link copied to your clipboard.
×