Topics and Learning Objectives

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

After completing this sequence, learners will be able to:

  • Describe the characteristics of the financially healthy.
  • Determine the level of their own financial well-being through measurable objectives.
  • Apply healthy financial habits in their daily lives.
  • Identify resources for financial support.

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Many American workers save for retirement with a 401k plan. If your job offers a 401k plan as a benefit, it’s important to take advantage of it and interact with this short learning experience to determine how to maximize the money you are putting into it.

This lesson will explore:

  • The different types of 401k plans
  • Common features of 401ks, including funding options, limits, and tax savings
  • Options and restrictions around withdrawing money from your 401k

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Take advantage of your 401(k) plan! Learn more about how a 401(k) plan works and the options to help you save for a future income: [INSERT LINK]

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Does your job offer a 401(k) plan? Taking advantage of your plan could be a great way to start saving for retirement. Learn more about how 401(k) plans work and how you can contribute now to start building your future income: [INSERT LINK]

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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.


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

Reporting Elder Financial Abuse

Learn what steps to take to report suspected elder financial abuse.