What You'll Learn: Financial Planning Workshop Curriculum

A big part of owning and maintaining a home is making sure you always have the money for it, even when times aren't their best. Our experts can show you how to keep more of your money and make it work harder through smart planning. These workshops are supported by State Street.

I. Savings: Emergency and Unexpected Cash Needs

• Planning for an Emergency: How much do you need?
• Money Market Accounts

II. Building a Connection to Mutual Funds

• The Basics
• Dollar Cost Averaging
• Asset Allocation

III. Investing Today for Tomorrow

• Retirement
• Determining how much you will need
• Retirement savings plans
• Pension plans
• Social security
• College Prep: Funding for tuition

IV. A Guide to Insurance

• Life
• Disability
• Long-term Care
• Medical
• Property

V. Estate Planning

• Wills
• Trusts