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

Post on Twitter

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]


Image Package

Turnkey graphics to promote this topic. Includes course screenshots, lifestyle images, and the topic’s icon.



Topic List

Explore more

Wealth Transfer

Learn more about the ways wealth can be transferred.

Understanding Your Student Loan

Student loans are designed to help students pay for higher education. Learn more about the different types of student loans, important student loan terms and student loan repayment options.

Healthy Financial Habits

Learn more about how you can develop healthy financial habits needed for financial well-being.

Annuities

Understand what an annuity is and its role in retirement planning.