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Insurance Principles and Resources: What Financial Educators Need to Know

June 18 at 11:00 am-12:30 pm EDT

Free

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Men shaking hands in front of words about insurance

About This Webinar:

This event will focus on the insurance basics Personal Finance Managers and educators need to support military and civilian families alike.

This event will begin with a basic primer on insurance principles and terminology and common insurance errors. Dr. Barbara O’Neill will then discuss various types of insurance including auto, homeowners and renters, umbrella liability, life, health, disability, and long-term care. It will conclude with a discussion of general insurance tips, insurance action steps, and insurance resources for financial educators and counselors.

Presenter

 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.

Continuing Education (CE) Credit

This webinar is approved for  1.5 CEUs for AFC-credentialed participants and 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC)

Click the button below for CEU credit
You will be prompted to complete an evaluation after which a link will be provided.

Continuing Education  

Event Materials

Cooperative Extension book, MoneyTalk, Chapter 2: Insurance

Do You Understand Health Insurance Quiz

Do You Understand Health Insurance Quiz-ANSWERS

Webinar Flyer

Presentation Slides: Insurance Principles and Resources

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