Join us for a 3-day Virtual Learning Event focusing on the soft skills financial counselors and educators need to work effectively with clients and students.
- Understanding Your Client’s Relationship with Money with Dr. Barbara O’Neill
- Empathy & Ethics in Personal Finance with Dr. Michael Gutter.
- Communication Essentials for Financial Professionals with Dr. John Grable and Dr. Joe Goetz.
Click on the hyperlinked titles above for information about each session.
All sessions are approved for Continuing Education Units for AFC and CPFC-credentialed participants. The 2-hour ethics session on Wednesday, June 6 meets the annual ethics requirement set by AFCPE. Participants will be required to pass a 10 question quiz after each webinar with a score of 80% or higher to receive a certificate of completion. Quiz takers can then exchange their certificates for CEUs from their accrediting agency.
More about our speakers
Dr. Barbara O’Neill, Ph.D- 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 and Investing 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.
Dr. Michael Gutter is the Associate Dean for Extension – State Program Leader for 4-H Youth Development, Families and Communities for the Institute of Food and Agricultural Sciences at the University of Florida. His BS is in Family Financial Management and his PhD is in Family Resource Management from The Ohio State University with a specialization in Finance. Gutter’s research focuses on examining how socioeconomic status, financial education, personal psychology, and financial socialization are related to financial behaviors. His outreach focuses on improving financial behaviors by increasing knowledge, skills, and access to services.
Dr. John Grable, Ph.D., CFP(r) is a professor in the Financial Planning, Housing and Consumer Economics at the University of Georgia. He is an Athletic Association Endowed Professor of Family and Consumer Sciences. His research interests include include financial risk-tolerance assessment, behavioral financial planning, and financial decision making. His work tends to be applied and focused on helping consumers and financial service professionals navigate the increasingly complex financial marketplace. Working with colleagues in the ASPIRE clinic, he is actively engaged in conducting evidence-based research.
Dr. Joseph Goetz is an Associate Professor in the department of Financial Planning, Housing and Consumer Economics at the University of Georgia. His research focuses on financial planning performance and financial therapy; specifically, within the context of financial planning, he examines the fiduciary standard of care, investment risk tolerance, and pedagogical techniques.