Learn more about the ways wealth can be transferred.
Topics and Learning Objectives
- Discover appropriate conversations about money that can include children, partners, grandparents, and extended family.
- Apply strategies for positive and productive family conversations about money.
- Develop an action plan in developing positive financial habits based on family conversations.
Marketing Teaser
Money can be a difficult thing to talk about – but having proactive, honest conversations about money within your family can help reduce stress and improve the financial capability of generations to come.
Take this short course to learn more about:
- Identifying the appropriate family members to include
- Strategies to make conversations productive
- How to develop an action plan to create positive financial behaviors
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When’s the last time you discussed money with your family? Learn how having productive family conversations can help with your finances: [INSERT LINK]
Post on Facebook/LinkedIn
When’s the last time you discussed money with your family? Learn how to have productive family conversations around earning, borrowing, spending and saving, and financial decision-making. Keep an eye out for the 6 important questions to ask your partner and activities around money for all ages: [INSERT LINK]
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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