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Helping Limited Resource Households with Their Finances
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description
Pro bono planning involves unique challenges. Many aspects of client situations will be unfamiliar to planners, such as delinquent debt, use of predatory lenders such as payday loans, incarceration and parole, as well as eligibility for income- and asset-based government benefits and other services. Planners faced with these client situations need a “go-to” list of reliable information sources such as the federal Consumer Financial Protection Bureau, legal aid agencies, Cooperative Extension, and others.
Dr. Barbara O'Neill
Dr. Barbara O'Neill holds the rank of Distinguished Professor in the School of Environmental and Biological Sciences, Rutgers University, and is Rutgers Cooperative Extension's Extension Specialist in Financial Resource Management. Previously, she was Family and Consumer Sciences Educator in Sussex County, NJ and taught over 1,100 classes to over 24,000 adult learners. She also provides national leadership for the Cooperative Extension financial programs, Investing for Your Future and Small Steps to Health and Wealth.
Availability: Retired
Cost: FREE
Credit Offered:
No Credit Offered
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