Personal Finance Webinars

Personal Finance September 16, 2014|Print

Man watching webinar on a laptop computer

Join us for free webinars featuring experts in personal finance. During our upcoming live webinars, you can interact with presenters and pose your own questions. Or you can watch a recording of any of our archived webinar presentations. Most webinars are 90-minutes in length. No registration is required.

To participate in an upcoming or archived webinar, simply click on the title of the webinar session, below.

Accredited Financial Counselors can earn Continuing Education Units (CEUs) from AFCPE for participating in live or archived webinars. Click here to learn more about earning AFC credits.

Upcoming personal finance webinars:

Webinar Date/Time Title (Link to Webinar) Presenter(s) AFC Credits
Sept. 23, 2014
11:00 am - 12:30 pm EDT
Financial Planning for the Second Half of Life Barbara O'Neill 1.5 CEUs

Sept. 29, 2014
2:00 pm - 3:00 pm EDT

How to Help Military and Veterans Families: For Financial Professionals Holly Petraeus, CFPB  
October 21, 2014
11:00 am - 12:30 pm EDT
How to Read a Mutual Fund Prospectus Michael Gutter 1.5 CEUs
October 30, 2014
2:00 pm - 3:00 pm EDT
Keeping Your Financial Records Secure Elizabeth Kiss  
November 25, 2014
11:00 am - 12:30 pm EST
Current Personal Finance Issues for Financial Practitioners Barbara O'Neill 1.5 CEUs
December 9, 2014
11:00 am - 12:30 pm EST
Year-End Tax Planning Strategies Barbara O'Neill  
January 13, 2015
11:00 am - 12:30 pm EST
Developing a Personal Asset Allocation Strategy Michael Gutter  
February 10, 2015
11:00 am - 12:30 pm EST
Calculating What to Save for Retirement Barbara O'Neill  
March 17, 2015
11:00 am - 12:30 pm EST
Investing With Small Dollar Amounts Barbara O'Neill  

 

Archived personal finance webinars:

Webinar Date Title (Link to Webinar) Presenter(s) AFC Credits
August 15, 2014 "Go for the Goal" Finance for Farm Women Barbara O'Neill  
August 13, 2014 Developing Children’s Financial Habits and Behaviors Bobbie Gray, Kenneth McDonnell, Megan O’Neil, Susan Shockey, Luke Reynolds  
August 12, 2014 Cliff Notes from the Journal of Financial Counseling & Planning Barbara O'Neill 1.5 CEUs
July 29, 2014 Small Steps to Health and Wealth

Barbara O'Neill

1.5 CEUs
June 20, 2014 Small Steps to Health and Wealth: Youth and Aging Martie Gillen
Jennifer Hunter
 
June 5, 2014 What Young Adults Need to Know About Money Panel Discussion 1.5 CEUs
June 5, 2014 The Culture of Personal Finance Jerry Buchko
Michael Gutter
2.0 CEUs
June 4, 2014 Heuristics, Anchoring, Narrowing Choice Michael Gutter 2.0 CEUs
June 3, 2014 Mental Health & Financial Management Lois Vitt 2.0 CEUs
May 13, 2014

20 Steps to 7 Figures

Barbara O'Neill 1.5 CEUs
April 15, 2014 Military Home Buying and Selling

Barbara O'Neill

1.5 CEUs
April 10, 2014

Smart Choice Health Insurance: Findings Are In

Lynn Little,
Bonnie Braun
 
March 20, 2014

Common Consumer Frauds & How to Avoid Them

Barbara O'Neill, Carol Kando-Pineda
 
1.5 CEUs

March 4, 2014

Tax Planning Updates for Military Families

Michael Gutter

1.5 CEUs

Feb. 27, 2014

Saving Money: Research Insights

Barbara O'Neill
Michael Gutter

1.5 CEUs

Feb. 4, 2014

Savings Strategies for Non-Savers

Barbara O'Neill

1.5 CEUs

Jan. 21, 2014

Using Twitter, Games and Videos in Personal Finance

Barbara O'Neill

1.5 CEUs

Dec. 10, 2013

Life Insurance: What PFMP Staff and Military Families Need to Know

Barbara O'Neill

1.5 CEUs

Dec. 6, 2013

The ACA/Affordable Care Act: Beyond Insurance

Carolyn Bird

 

Dec. 4., 2013

How Are You Doing? A
Financial Check-up

Barbara O'Neill

1.5 CEUs

Dec. 2, 2013

Affordable Care Act - Question & Answer Session

Barbara O'Neill
Roberta Riportella

 

Oct. 23, 2013

Manage Your Future Now - My Money and Me (Part 4 of 4)

Mark B. Robinson, Wanda J. Roberts

1.5 CEUs

Oct. 18, 2013

Farm Families and the Affordable Care Act

Barbara O'Neill
Roberta Riportella

 

Oct. 9, 2013

Getting S.M.A.R.T. about Goal Setting and Spending - My Money and Me! (Part 3 of 4)

Mark B. Robinson, Wanda J. Roberts

1.5 CEUs

Sept. 25, 2013

Behavioral Economics

Lois Vitt

1.5 CEUs

Sept. 25, 2013

Money: Getting to Know You - My Money and Me (Part 2 of 4)

Mark B. Robinson, Wanda J. Roberts

1.5 CEUs

Sept. 11, 2013 Know the Flow - My Money and Me (Part 1 of 4) Mark B. Robinson, Wanda J. Roberts 1.5 CEUs
July 25, 2013 The Marketplace, Enrollment and Essential Benefits - ACA Roberta Riportella  
July 24, 2013 Living on the Financial Edge Barbara O'Neill 1.5 CEUs
July 18, 2013 The Basics of the Affordable Care Act (ACA) Roberta Riportella  
June 19, 2013 Credit Basics and Debt Repayment Strategies Barbara O'Neill
Michael Gutter
1.5 CEUs
June 17, 2013 Paying for Educational Expenses and the GI Bill - Part 2 Leland Drew Hill 1.5 CEUs
May 21, 2013 Paying for Post-Secondary Education Expenses- Part 1 Barbara O'Neill 1.5 CEUs
April 22, 2013 Financial Ratio and SWOT Analysis (Part 2 of 2) Michael Gutter 1.5 CEUs
April 15, 2013 Financial Statements and Record-Keeping (Part 1 of 2) Michael Gutter 1.5 CEUs
March 14, 2013 Investing for Your Future 2: Mutual Funds and Tax-Deferred Investments Barbara O'Neill 1.5 CEUs
March 4, 2013 Investing for Your Future 1: Basic Concepts and Investment Products Barbara O'Neill 1.5 CEUs
February 25, 2013 The Complex Nature of Savings: Results From a Multistate Research Project Soo Hyun Cho, Michael Gutter, Timothy Griesdorn, Jinhee Kim  
January 30, 2013 Paying Final Respects: Tips for Funeral Planning Carol Kando-Pineda  
December 18, 2012 Financial Frauds & Scams Martie Gillen 1.5 CEUs
December 11, 2012 Planning Your Financial Recovery Kelvin Boston  
November 27, 2012 College Student Financial Education Project Dena Wise, Barbara Metzger  
November 20, 2012 Managing the Holiday Financial Frenzy Kelvin Boston  
September 25, 2012 Basic Money Management Anita McKinney 1.5 CEUs
September 25, 2012 How to Select and Evaluate Your Financial Services Provider Mark B. Robinson  
August 28, 2012 Income Tax Return Filing Issues for Members of the Armed Forces Guido van der Hoeven 1.5 CEUs
July 25, 2012 The Thrift Savings Plan Paula Austin Gradwell 1.5 CEUs
July 19, 2012 Job Searches in a Tough Labor Market Candace Moody  
July 10, 2012 Retire Ready: Financial Planning for Later Life Barbara O'Neill 1.5 CEUs
June 26, 2012 Nine Important Skills for Talking About Money Victor Harris 1.5 CEUs
May 8, 2012 Home Ownership: When is the right time? Jayne McBurney, Carolyn Bird 1.5 CEUs
April 12, 2012 Financial Implications of Divorce Barbara O'Neill 1.5 CEUs
March 8, 2012 4-H "Build a Millionaire" Program Erica Tobe  
February 23, 2012 Talking with Military Kids About Money Kate Fogarty, Anita McKinney 1.5 CEUs
February 2, 2012 Housing and Foreclosure for Military Families Laura Royer, Brandon Peterson 1.5 CEUs
November 21, 2011 Talking to Children about Money Kate Fogarty, Anita McKinney  
October 4, 2011 An Introduction to Reverse Mortgages Lori Trawinski  
July 25, 2011 Building Financial Capability During the "New Normal" Barbara O'Neill  
June 7, 2011 Family Financial Recovery from a Natural Disaster Phyllis Onstad, Lori Scharmer, Sara Croymans, Trish Olson  
March 24, 2011 Understanding the Minimum Distribution Rules for Your Retirement Plans Barbara O'Neill, Karen Chan  
January 26, 2011 How to Use and Evaluate Social Media in Financial Education Barbara O'Neill, Michael Ravenscraft, Anne Adrian  
October 19, 2010 NeVC: Tracking Impact of Personal Finance FAQs Janet Bechman, Barbara O'Neill  
September 16, 2010 The New Consumer Financial Protection Bureau, Consumers, and Consumer Educators Jeanne Hogarth  
June 17, 2010 Health Reform: Provisions for Family and Community Decisions Bonnie Braun