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Continuing Education Credit: NCFR

2020 Personal Finance Year in Review

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.

Ethical Considerations During Challenging Times

Calls to action for social justice, COVID-19, and political distress have strained American families. Financial practitioners may be encountering new situations that require ethical guidance.

In this webinar, Dr. Michael Gutter discusses circumstances related to current events that require ethical guidance. 

Financial Preparedness is Disaster Preparedness

Financial preparedness is an important part of disaster readiness. When disasters occur, an emergency savings fund can be one of the primary resources to handle natural disasters and jumpstart recovery.

Preparing for Disasters during a Pandemic

About this Webinar: During the COVID-19 pandemic, many populations have experienced additional disasters and hazards, including wildfires and hurricanes. Many people have also experienced hardships such as food insecurity, military service member deployments, and loss of employment. This webinar addresses the unique planning and preparations necessary when families experience multiple...