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Motivating Clients to Develop Positive Financial Behaviors

Name: Motivating Clients to Develop Positive Financial Behaviors
Start: 2015-06-02T11:00:00-04:00
End: 2015-06-02T11:30:00-04:00

Tue June 2, 2015: 11:00 am-11:30 am EDT

Event Navigation

A photograph of Lori Mann (right) an Army Career and Alumni Program counselor offers career guidance to a Soldier at the ACAP center at Joint Base Lewis-McChord, Wash.

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.

One of the biggest challenges for financial educators and counselors is encouraging their students and/or clients to adopt positive financial behaviors that can enhance their financial security. This 90-minute webinar will describe ways to prompt positive behavior change in others. The webinar will begin with a discussion of three leading behavior change theories and the concepts of locus of control and time preference. It will then discuss 20 specific financial behavior change strategies, relevant concepts from the field of behavioral finance, and implications for financial practitioners. This presentation is the first of 3 presentations in the 3-day Personal Finance Virtual Learning Event.

Speaker

Dr. Barbara O’Neill, 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.