Personal Finance Webinars

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.

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
April 17, 2018
11:00 am – 12:30 pm EDT
Entrepreneurial Opportunities for Military Families Jaime Wood 1.5 CEUs
May 1, 2018  
11:00 am – 12:30 pm EDT
Gender and Finance Martie Gillen, 
Barbara O’Neill
1.5 CEUs
June 5, 2018
11:00 am – 12:30 pm EDT
Understanding Your Client’s Relationship With Money Barbara O’Neill  
June 6, 2018
11:00 am – 1:00 pm EDT
Empathy & Ethics in Personal Finance Michael Gutter  
June 7, 2018
11:00 am – 12:30 pm EDT
Communication Essentials for Financial Professionals John Grable,
Joe Goetz
June 7, 2018
1:00 pm – 1:30 pm EDT
Capnote Discussion: 2018 Personal Finance Virtual Learning Event Jerry Buchko  
July 24, 2018
11:00 am – 12:30 pm EDT
Family Finances Series: Separation & Single Parenting in the Military Kacy Mixon  
August 28, 2018
11:00 am – 12:30 pm EDT
Family Finances Series: Financial Planning for Life Events Barbara O’Neill  


Archived personal finance webinars:

Webinar Date Title (Link to Webinar) Presenter(s)
March 28, 2018 BIAS – Behavioral Interventions to Advance Self-Sufficiency Amanda Benton,
Kim Clum,
Barbara O’Neill,
Toija Riggins
March 27, 2018 Getting to Know You: Introducing Personal Finance Managers and Cooperative Extension to Each Other Barbara O’Neill,
Fred Davis,
Jessica Perdew,
Randi Ramcharan,
Beth Darius
February 13, 2018 Income Tax Tips for Financial Practitioners and Military Families Martie Gillen, 
Barbara O’Neill
Taylor Spangler
January 16, 2018 The Blended Retirement System Launch: Questions & Answers Andy Corso
December 6, 2017 America Saves Lindsay Ferguson
December 5, 2017 2017 Personal Finance Year in Review Barbara O’Neill
October 31, 2017 Financial Planning Transitions for Different Generations: Touchstones, Tasks, and Teaching Strategies Barbara O’Neill
October 3, 2017 CFPB Research – The Greatest Hits Irene Skricki
September 12, 2017 Investing Basics & Beyond Barbara O’Neill
August 15, 2017 Estate Planning for Families With Special Needs Martie Gillen
July 11, 2017  Behavioral Ethics & Personal Finance: A Discussion  of Morality, Bias and Framing

Michael Gutter

Jerry Buchko

June 28, 2017 Financial Education that Works: Principles to Support Financial Well-being Irene Skricki, Maria Jaramillo
June 8, 2017 Catch-Up Retirement Planning Strategies Barbara O’Neill
June 7, 2017 The New Retirementality Mitch Anthony
June 6, 2017 Data Knows Best: What Research Says About Your Client’s Retirement Planning Kimberly Blanton
May 24, 2017 Overindulgence: How Much is Too Much? Jean Illsley Clarke, Becky Jokela, Kelly Kunkel, Ellie McCann, Lisa Krause
May 16, 2017 50 Interactive Personal Finance Learning Activities Barbara O’Neill
May 12, 2017 Money Apps: A Review Taylor Spangler
April 26, 2017 Family Resource Management and Positive Psychology Cynthia Crawford
April 25, 2017 Student Loans & Service Members Carol Kando-Pineda, Patrick Campbell
March 22, 2017 Looking for Something New? Expand Your Outreach to New Audiences Kathy Sweedler
March 14, 2017 Military Blended Retirement System Andy Corso
February 22, 2017 Successful Saving Techniques: Insights from Behavioral Economics Research and Beyond Lauren Jones,
Becky Smith,
Cazilia Loibl, Khurram Imam
February 21, 2017 The Time Value of Money Barbara O’Neill
January 25, 2017 Promising Trends in Research: Compelling Talking Points for Educators, Practitioners and Academics Billy J. Hensley
January 24, 2017 Foreclosure Process Brenda Long
Erica Tobe
Teagen Lefere
December 14, 2016 Cooperative Extension Family Economics “Virtual Team Huddle” (Numerous presenters)
November 8, 2016 Retirement Ready? Effective Strategies for Military Families Part II Sharon Danes,
Kacy Mixon,
Barbara O’Neill
November 1, 2016 Retirement Ready? Effective Strategies for Military Families Part I Sharon Danes,
Kacy Mixon,
Barbara O’Neill
October 26, 2016 Health Policy, Premium Tax Credits, and Enrolling in ACA Marketplace Health Insurance Laura Hendrix
Tara Straw
October 1, 2016 Health and Wealth Relationships

Karen Ensle

Barbara O’Neill

September 20, 2016 Credit & Debt Issues for Military Families Leslie Tayne
August 31, 2016 Student Loan Fact Sheets: A New eXtension Resource for Financial Educators Carrie Johnson
Melissa Welsh
Barbara O’Neill
August 2, 2016 Personal Finance Ethics

Michael Gutter

Jerry Buchko

July 19, 2016 Motivational Interviewing David Christian
June 29, 2016 What Extension Professionals Say About Teaching Health Insurance Virginia Brown, Mary Jo Katras, Joan Koonce, Ken Martin, Dena Wise, Elizabeth Kiss
June 16, 2016 Wealth Building with Saving, Investing & Windfalls Barbara O’Neill
June 15, 2016 Positive Personality Traits of Financially Fit People Martie Gillen
June 14, 2016 What is Financial Fitness & How is it Measured? J. Michael Collins
May 25, 2016 Starting Over After Foreclosure: Exploring the Financial Needs of Families Post Foreclosure Erica Tobe
Brenda Long
Scott Matteson
May 3, 2016 Credit Scores: What’s New? Barbara O’Neill Rod Griffin
April 5, 2016 Life Insurance Basics for Military Families Barbara O’Neill
Ruth Berkheimer
March 30, 2016 Families and Inheritance: New and Proven Educational Resources & Strategies Marlene S. Stum, Elizabeth Kiss
March 15, 2016 Identity Theft: How to Reduce Your Risk Barbara O’Neill Carol Kando-Pineda
February 24, 2016 Moving Cooperative Extension’s Financial Education and Evaluation Strategies Forward! A Call for Action Suzanne Bartholomae, Maria Pippidis
February 16, 2016 Savings Strategies for Military Families Barbara O’Neill
February 1, 2016 Money Smart Week — Increasing Your Programming Visibility Kathryn Sweedler,
Sylvia Montgomery,
Alejo Torres,
Jenna Smith,
Karen Chan
January 28, 2016 Value of Family and Consumer Sciences Extension in the North Central Region Paula Peters, Deb Gebeke, Elizabeth Kiss
January 12, 2016 Thrift Savings Plan Review Stewart Kaplan
December 4, 2015 myRA: What Financial Educators Need to Know Elizabeth Kiss Susan Shockey Kimberly Reese Andrew Zumwalt
December 1, 2015 2015 Personal Finance Year in Review Barbara O’Neill
November 10, 2015 Student Loans: What Financial Practitioners Need to Know Barbara O’Neill
Carrie Johnson
Oct. 13, 2015 Military Family Financial Transitions: Handling Changes in Income Benefits & Money Management

Sara Croymans

Barbara O’Neill

Sept. 15, 2015 Estate Planning Basics & Advanced Directives Barbara O’Neill
Mary M. Benzinger
July 28, 2015 Predatory Lending Practices & How to Avoid Them Barbara O’Neill
Marcus Beauregard
June 4, 2015 Financial Coaching Jerry Buchko
June 3, 2015 Financial Therapy Insights for Financial Counseling & Education Mary Bell Carlson
June 2, 2015 Motivating Clients to Develop Positive Financial Behaviors Barbara O’Neill
May 26, 2015 The Ins and Outs of Target Date Funds and the New L Fund TSP Default Option Barbara O’Neill
Kevin Laird
April 20, 2015 Paying for College – Learn about the Federal Student Aid Toolkit and Other Student Loan Resources

Barbara O’Neill
Cindy Forbes Cameron

March 17, 2015 Investing With Small Dollar Amounts Barbara O’Neill
February 3, 2015 Calculating What to Save for Retirement Barbara O’Neill
January 13, 2015 Developing a Personal Asset Allocation Strategy Michael Gutter
December 9, 2014 Year-End Tax Planning Strategies Barbara O’Neill
November 25, 2014 Current Personal Finance Issues for Financial Practitioners Barbara O’Neill
October 30, 2014 Keeping Your Financial Records Secure Elizabeth Kiss
Sara Croymans
Lori Scharmer
Steve Judd
October 21, 2014 How to Read a Mutual Fund Prospectus Michael Gutter
Sept. 23, 2014 Financial Planning for the Second Half of Life Barbara O’Neill
August 12, 2014 Cliff Notes from the Journal of Financial Counseling & Planning Barbara O’Neill
July 29, 2014 Small Steps to Health and Wealth

Barbara O’Neill

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
June 5, 2014 The Culture of Personal Finance Jerry Buchko
Michael Gutter
June 4, 2014 Heuristics, Anchoring, Narrowing Choice Michael Gutter
June 3, 2014 Mental Health & Financial Management Lois Vitt
May 13, 2014

20 Steps to 7 Figures

Barbara O’Neill
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

Feb. 27, 2014

Saving Money: Research Insights

Barbara O’Neill
Michael Gutter

Feb. 4, 2014

Savings Strategies for Non-Savers

Barbara O’Neill

Jan. 21, 2014

Using Twitter, Games and Videos in Personal Finance

Barbara O’Neill

Dec. 4., 2013

How Are You Doing? A
Financial Check-up

Barbara O’Neill

Oct. 23, 2013

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

Mark B. Robinson, Wanda J. Roberts

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

Sept. 25, 2013

Behavioral Economics

Lois Vitt

Sept. 25, 2013

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

Mark B. Robinson, Wanda J. Roberts

Sept. 11, 2013 Know the Flow – My Money and Me (Part 1 of 4) Mark B. Robinson, Wanda J. Roberts
July 24, 2013 Living on the Financial Edge Barbara O’Neill
June 19, 2013 Credit Basics and Debt Repayment Strategies Barbara O’Neill
Michael Gutter
April 22, 2013 Financial Ratio and SWOT Analysis (Part 2 of 2) Michael Gutter
April 15, 2013 Financial Statements and Record-Keeping (Part 1 of 2) Michael Gutter
March 14, 2013 Investing for Your Future 2: Mutual Funds and Tax-Deferred Investments Barbara O’Neill
March 4, 2013 Investing for Your Future 1: Basic Concepts and Investment Products Barbara O’Neill
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
November 27, 2012 College Student Financial Education Project Dena Wise, Barbara Metzger
November 21, 2011 Talking to Children about Money Kate Fogarty, Anita McKinney
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