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Financial Planning Transitions for Different Generations: Touchstones, Tasks, and Teaching Strategies

Tuesday Oct 31, 2017 at 11:00 am-12:30 pm EDT

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Financial Planning for Different Generations: Touchstones, Tasks & Teaching Strategies banner showing hands put together in a show of teamwork

This is a free webinar hosted by the Personal Finance and Family Transitions concentration areas of the Military Families Learning Network.

This webinar is the third in a series on Generational Transitions. Watch the recording of Part 1, Engaging Across Generations: Unique Mindsets, and Part 2, Engaging Across Generations: Tools & Techniques.

We know generations vary in some key ways based on formative experiences – and that includes personal finance. In this webinar, our three facilitators will focus increasing participant’s knowledge about characteristics of generations by exploring generational personal finance practices. We will discuss generational personal finance action steps and generational financial education resources. The first part of the webinar sets the stage with information about the characteristics of generations. In the second part, the focus zooms in on personal finances practices and the ways that generational experiences influence.


AFC-credentialed participants can earn 1.5 CEUs. More information about this process is available here. This webinar is approved for 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC).

How to Join the Webinar

You may connect via the APAN Connect system or YouTube Live. For tech support for either system, email us at MilFamLN@gmail.com.

  • APAN Connect (direct interaction with presenters and audience)
    • To get the URL for the webinar, register in the grey box at the top-right of this page
    • Go mobile by viewing on the Adobe Connect app (Android & iPhone compatible)
    • If you cannot access APAN Connect, view via MFLN’s YouTube Live
  • YouTube Live (broadcast only, limited interaction)
    • Watch the recording here
    • Go mobile by viewing on the YouTube app

Visit our How to Join page for full information on viewing options and troubleshooting tips.


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.

Lisa Hinz is an Extension Educator with the University of Minnesota Extension specializing in Leadership and Civic Engagement. Lisa works with public and community-minded individuals and organizations, providing workshops on leadership, facilitation, and public participation. Her expertise includes personal leadership styles, team building, using strengths and assets to strengthen community, and effective group and community involvement processes. Helping people build their skills and insights for working together more effectively is her focus.

Brian Fredrickson joined University of Minnesota Extension in September 2014 as the Leadership and Civic Engagement educator in West Central, Minnesota. Brian has facilitated public work organizing workshops with faculty from the Center for Democracy and Citizenship, and designs, adapts and delivers leadership and civic engagement programs that address local and regional needs including those for new, diverse and historically underserved audiences.


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