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Motivating Clients to Develop Positive Financial Behaviors

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One of the biggest challenges for financial educators and counselors is encouraging their students and/or clients to adopt positive financial behaviors that can enhance their financial security. This 90-minute webinar will describe ways to prompt positive behavior change in others. The webinar will begin with a discussion of three leading behavior change theories and the concepts of locus of control and time preference. It will then discuss 20 specific financial behavior change strategies, relevant concepts from the field of behavioral finance, and implications for financial practitioners. This presentation is the first of 3 presentations in the 3-day Personal Finance Virtual Learning Event.

How to Join

*To connect to this webinar, it is strongly suggested that you use Google Chrome for both PC and Mac connections. If this is not an option, Internet Explorer may be used if connecting via PC. Safari and Firefox have not been successful in accessing this webinar platform.

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For those who cannot connect to the Adobe site, an alternative viewing of this webinar will be running on Ustream http://www.ustream.tv/channel/milfamln 

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.

The image IMCOM Seeks to Hire, Retain Former Soldiers in Army Civilian Workforce by Fort George G. Meade Public Affairs Office is licensed Creative Commons CC BY 2.0

https://www.youtube.com/watch?v=xvYa7XvcTY4

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This website is supported in part by New Technologies for Ag Extension (funding opportunity no. USDA-NIFA-OP-010186), grant no. 2023-41595-41325 from the USDA National Institute of Food and Agriculture. Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and do not necessarily reflect the view of the U.S. Department of Agriculture or the Extension Foundation. For more information, please visit extension.org. You can view the terms of use at extension.org/about/terms.

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