Topics and Learning Objectives

Explore the purpose of estate planning and how it may be used to secure your future.

After completing this sequence, learners will be able to:

  1. Understand the process, documents, and best practices for estate planning and communicating wishes.
  2. Explain important terms to know in the estate planning process.
  3. Identify the differences between a will and a trust
  4. Describe different types of trusts.
  5. Understand how to contribute to your healthcare choices in case of incapacitation.
  6. Identify special family considerations during the estate planning process.
  7. Determine the taxes that may be levied against your estate.

Marketing Teaser

Prepaid cards can be a convenient alternative to cash, credit cards, and debit cards. There are different types of prepaid cards available, and it’s important to do your research before deciding which one is right for you.

Take this short lesson to learn more about:

  1. What prepaid cards are and how they are used
  2. The differences between credit, debit, and prepaid cards
  3. Advantages and disadvantages of using a prepaid card

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Not everyone has access to a credit or debit card. If you’re one of those people, learn more about why a prepaid card might be a good payment option for you to consider: [LINK]

Post on Facebook/LinkedIn

Are you considering using a prepaid card to help you make cashless payments? If so, it’s important to understand the different types of prepaid cards and the advantages and disadvantages associated with using them. Learn more: [LINK]

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Topic List

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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.

Healthy Financial Habits

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


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