Webinar: Financial Wellness: How to Define It, Measure It, and Achieve It (Spring, 2019)


Presenter:  Barbara O’Neill, Ph.D., CFP®, CFCS, CPFFE, 

About the Session

April is Financial Literacy Month!  Attend this webinar to celebrate with us! This session will begin with an interactive Wellness Wheel activity and will then introduce five related concepts (financial capability, fitness, health, well-being, and wellness) and how they are measured. It will then discuss an online survey instrument developed by Rutgers Cooperative Extension to assess the frequency of performance of recommended health and financial practices. Research findings derived from this survey will be discussed. The workshop will conclude with a discussion of 12 specific action steps to improve personal financial wellness.

Participants will:

  1. describe measures of personal financial wellness;
  2. assess their personal wellness in various domains of their lives;
  3. examine the relationship between health and financial practices;
  4. access various online financial wellness measurement tools; 
  5. take recommended action steps to improve financial wellness

About the Presenter(s)

Dr. Barbara O’Neill, CFCS, CPFFE, holds the rank of Distinguished Professor at Rutgers University, and is Rutgers Cooperative Extension’s Specialist in Financial Resource Management.  A certified financial planner®, Dr. O’Neill received her Ph.D. in family financial management from Virginia Tech and has written over 1,700 consumer newspaper articles and over 160 articles for professional publications.  She has also received over three dozen national awards for program excellence and over $1 million in external funding to support her programs and research.





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