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2020 Personal Finance Year in Review

December 8, 2020 @ 11:00 am - 12:30 pm EST

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About This Webinar:

The COVID-19 pandemic and record unemployment have defined 2020 as a year of a global financial crisis.

Dr. Barbara O’Neill delivers this annual review of personal finances in the sobering light of our current economic climate.

This webinar details the events that have impacted personal finances this year and the legislation and events that will continue to impact finances in 2021. This webinar also includes results of noteworthy personal finance research studies that were published in 2020, military-specific financial events, and a preview of announced changes related to taxes and Social Security for 2021.

Participants will receive a comprehensive list of references that were used to prepare the webinar slides and will complete an activity to identify their key take-aways.


Dr. Barbara O’Neill, CFP®, AFC is the owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. A Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist, she has written over 160 articles for academic publications and received over 35 national awards and over $1.2 million in grants to support her financial education programs and research. Dr. O’Neill is a past President of the Association for Financial Counseling and Planning Education (AFCPE), a recipient of the AFCPE Distinguished Fellow Award, and a Next Gen Personal Finance fellow. She tweets personal finance information using the handle @moneytalk1 and writes weekly posts for her Money Talk blog.

Continuing Education (CE) Credit

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

Continuing Education

This webinar is approved for 1.5 CE credits for:

  • 1.5 general CEUs for AFCPE Accredited Financial Counselors (AFC)
  • 1.5 general CEUs for FinCert Certified Personal Finance Counselors (CPFC)
  • 1.5 Continuing Education credits for Certified Family Life  Educators (CFLEs) from NCFR

Event Materials

Post-Test for CEUs

Webinar Slides | PDF

Journal for Financial Planning article, 2020 Personal Finance Year in Review (PDF)

Journal for Financial Planning article, 2020 Personal Finance Year in Review (web link) 

Reflection Activity

Online Resources

Webinar Flyer

Photo Credit: Rocha


December 8, 2020
11:00 am - 12:30 pm EST
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How To Join

Complete the registration form with your name, email address, and how you learned about this webinar. You should receive a confirmation email shortly after with the connection information. Please email us at [email protected] if you have any questions or need technical support.

If you are unable to join the webinar via Zoom, please view the live-streamed webinar at

More Info

On-Demand Webinars
Continuing Education Credits Available