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Resources for Financial Educators 

Watch all of our past Financial Security webinar recordings here.

2021 Financial Security Webinars

February 24 COVID-19 and Your Finances with Dr. Barbara O’Neill, CFP®, AFC®, CRPC®

COVID-19 and Your Finances Slides

Americans can be grouped into three categories with respect to the impact of the COVID-19 pandemic on their finances:

  • Reduced income and struggling
  • Stable income but anxious
  • Increased income with opportunities

No matter what category you fall into, there are actions steps you can take to improve your personal finances.  Rutgers University distinguished professor emeritus and Owner/CEO of Money Talk: Financial Planning seminars and publications, Dr. Barbara O’Neill, CFP®, will provide financial tips for each category with an emphasis on the first two groups.

Dr. Barbara O’Neill, CFP®, AFC®, CRPC® is the owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. A Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist, she has written over 160 articles for academic publications and received over 35 national awards and over $1.2 million in grants to support her financial education programs and research. Dr. O’Neill is a past President of the Association for Financial Counseling and Planning Education (AFCPE), a recipient of the AFCPE Distinguished Fellow Award, and a Next Gen Personal Finance fellow. She tweets personal finance information @moneytalk1, writes weekly posts for her Money Talk blog, and is the author of Flipping a Switch, a book about 35 later life transitions, published in 2020.

 January 27, A Tenacious Trek Through Tantalizing and Timely Tax Topics: A presentation on the current and relevant past tax law affecting tax filers in 2021. Andrew Zumwalt, M.S., CFP, Associate Professor, Associate State Specialist & Co-Director of the Center for Economic Education University of Missouri.

January 27, 2021 Financial Security recording

Tax Topics Slides

Andrew Zumwalt has a BS in Business Administration with an emphasis in Economics, a BS in Consumer and Family Economics, and an MS in Consumer and Family Economics. Andrew has been instrumental in founding and growing the Missouri Taxpayer Education Initiative, a program that uses “Taxpayer Assistance as a Gateway to Financial Education”. Over the past six years, more than 20,000 returns have been prepared at MoTax sites and more than $20 million has been refunded; a large portion of these returns have been prepared by students in the class Andrew teaches–Personal Financial Planning 4188: Community Agencies and Volunteerism. Andrew serves as campus support for the state network of Family Financial Education Specialists. He also serves on the board of the local student-managed credit union, Tigers Credit Union.

 January 20, How to Shake Financial Numbness with  Karen Richel, M.S., AFC, Certified Money Coach (CMC), University of Idaho Extension

January 20, 2021 Financial Security recording

Shake Financial Numbness Slides

Being “stuck” in financial stress is dangerous. This webinar presents methods that can help educators learn about the impact of stress and anxiety on overall wellness. Coping strategies are presented along with ways to help consumers move forward.  Change your perspective, let go of the unnecessary, practice gratitude and discover the 10 facets of resilience. Start the year off right.

photo of Karen RichelKaren Richel is an associate professor and Extension educator in family and consumer sciences for Latah County and is the family finance educator in the 10 north Idaho counties. Providing the communities that she serves with research-based information, Karen specializes in providing basic financial education for every age and socioeconomic group including low-income families, soon-to-be-released prisoners and students. She offers classes, workshops and simulations on topics ranging from goal setting and tracking expenses to retirement and end-of-life planning. In addition, she is an accredited financial counselor and a certified money coach. These designations allow her to provide free, one-on-one counseling sessions to help community members build strong financial foundations and secure balanced financial lives.

 

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