Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
- Understand why emergency savings should be an important financial planning consideration.
- Gain knowledge, frameworks, and confidence to develop and implement an emergency savings strategy.
- More clearly understand what would typically be considered an emergency and what would not.
- Access or engage with client-driven resources for further assistance.
Marketing Teaser
It’s important to make sure you’re prepared for unexpected situations that may arise in life. Learn more about how you can build a savings account dedicated to dealing with emergency circumstances, such as injuries, illnesses, or repairs for cars and appliances.
This sequence will cover:
- What types of emergencies you might need to save for
- How to develop a savings strategy
- Resources to help you in your planning
Post on Twitter
How can you prepare for the unexpected? Learn how emergency savings can help you to be prepared, avoid debt, and keep your peace of mind: [INSERT LINK]
Post on Facebook/LinkedIn
When things are going well, emergency savings can seem unimportant. But you don’t want to be caught unprepared when the unexpected hits! Click the link to learn more on why you should save for emergencies, how much to save, and how to make a plan to get started: [INSERT LINK]
Image Package
Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.
Topic List
- 401(K) Plans
- 529 Plans
- Annuities
- Becoming A Financial Caregiver
- Benefits of a Credit Union
- Building Emergency Savings
- Buying a Home
- Car Loans
- Certificates Of Deposit (CDs)
- Checking Accounts
- Considering Homeownership
- Creating A Budget
- Credit Cards
- Credit Scores And Reports
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Paying For College
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preventing Elder Financial Abuse
- Preventing Overdraft Fees
- Reporting Elder Financial Abuse
- Reverse Mortgages
- Savings Accounts
- Shopping For Insurance
- Small Business Banking Services
- Small Business Financial Statements
- Sustainable Investing
- Taxes: The Basics
- Understanding Your Student Loan
- Wealth Transfer
- When To Collect Social Security