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

Tue October 31, 2017: 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 OneOp.

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 financial practices and the ways that generational experiences influence.


CEU approval for OneOp Personal Finance webinars expires 3 years after the live event. CEUs are no longer available for this webinar. For more information and to earn CEUs from more current webinars click here.


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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