Learn more about how you can create budgeting solutions for you and your family.
Overview
Learn about the benefits of planning for financial caregiving and what you need to get started.
Duration: 5-7 minutes
Topics and Learning Objectives
- Identify types of situations in which financial caregiving may be needed.
- Explain the benefits of creating a plan in advance.
- Create a list of documents and information needed for a financial plan.
- Communicate effectively with loved ones about financial caregiving.
- Develop a network of supporting players to assist in caregiving planning.
Marketing Teaser
Financial independence can be difficult to maintain once you or a loved one becomes ill or mentally impaired. While you can’t plan for every circumstance, there are decisions you can make now that will help make potential unforeseen situations easier.
This short course will help you:
- Explore future situations where you might need a financial caregiver
- Compile the documents needed to create a financial plan
- Discuss the topic of appointing a financial caregiver with loved ones
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Don’t wait until it’s too late! Firm up your financial future by discussing the topic of appointing a financial caregiver with your loved ones now: [LINK]
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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
- Budget Hacks: The College Edition
- Budgeting for Families
- 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
- Customer Acquisition and Retention
- Debt Management
- Developing A Business Plan
- Estate Planning
- Expectations Of A Financial Caregiver
- Family Conversations About Money
- Financial Decisions for Your Career Path
- Financial Well-being for Entrepreneurs
- FIRE Lifestyle
- Health Savings Accounts
- Healthy Financial Habits
- How Businesses Obtain Credit
- How Businesses Use Credit
- Identity Protection
- Individual Retirement Accounts (IRAs)
- Investment Property
- Managing a Growing Team: Employee Recruitment and Retention
- Mindful Living
- Mobile And Online Banking
- Mortgage Relief
- Mortgages
- Obtaining Financing and Funding for Your Small Business
- Opportunities for Women and Minority-Owned Small Businesses
- Overcoming Small Business Financial Hardships
- Paying For College
- Paying Your Student Loans
- Planning For A Financial Caregiver
- Planning For Retirement
- Prepaid Cards
- Preparing for Graduation
- 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