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Current Personal Finance Issues for Financial Practitioners

Tue November 25, 2014: 11:00 am-12:30 pm EST

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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.


What were some “hot button” personal finance issues in 2014 that will continue to be of interest to consumers and financial practitioners in 2015?

Some key topics include increasing rates of personal data hacking and tax refund identity theft, implementation of the Affordable Care Act (ACA), new highs for the DJIA and S&P 500 stock market indices, and continued economic fallout from the Great Recession. This 90-minute webinar will present a “Financial Year in Review” with 2014 updates on a variety of personal finance topics and 2015 previews of expected changes in tax laws, government regulations, and financial products and services. Dr. Barbara O’Neill will address these issues and more in this 90-minute session on behalf of OneOp.


Dr. Barbara O’Neill, financial resource management specialist for Rutgers Cooperative Extension, has been a professor, financial educator, and author for 35 years. 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).


Barbara O’Neill

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Watch the Recording on YouTube

Presentation Slides (SlideShare)

Presentation Slides (PDF)

OneOp recorded webinar: How Are You Doing? A Financial Check-Up

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