NAPFA Webinar - Helping Limited Resource Households with Their Finances

When:  Nov 5, 2019 from 3:00 PM to 4:15 PM (ET)
Presented by:
Dr. Barbara O’Neill, Ph.D, CFP®, CRPC®, AFC, CHC, CFEd, CFCS
Tuesday, November 5, 2019 at 3:00 - 4:15 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1.5 CFP® CE and 1.5 NAPFA CE in A-Financial Planning Process
Member: Free; Non-Member: Free

Pro bono planning involves unique challenges. Many aspects of client situations will be unfamiliar to planners, such as delinquent debt, use of predatory lenders such as payday loans, incarceration and parole, as well as eligibility for income- and asset-based government benefits and other services. Planners faced with these client situations need a “go-to” list of reliable information sources such as the federal Consumer Financial Protection Bureau, legal aid agencies, Cooperative Extension, and others.

Dr. Barbara O'Neill holds the rank of Distinguished Professor in the School of Environmental and Biological Sciences, Rutgers University, and is Rutgers Cooperative Extension's Extension Specialist in Financial Resource Management. Previously, she was Family and Consumer Sciences Educator in Sussex County, NJ and taught over 1,100 classes to over 24,000 adult learners. She also provides national leadership for the Cooperative Extension financial programs, Investing for Your Future and Small Steps to Health and Wealth.

Dr. O'Neill has written over 1,700 consumer newspaper articles and over 160 articles for academic journals, conference proceedings, and other professional publications. Dr. O'Neill has also held various leadership roles in state and national professional associations and served as president of the Association for Financial Counseling and Planning Education (AFCPE) in 2003. She has received over three dozen awards from national professional organizations and over $1 million in funding to support her financial education programs.

This program is offered through the NAPFA Consumer Education Foundation (NCEF).