This document outlines a personal finance unit from November 23rd to 27th that focuses on savings, investing, retirement planning, and risk management. The unit objectives are to understand asset protection through risk management, discuss the purposes of various insurance options like auto, health and life insurance, and how insurance needs change throughout life stages. The unit activities include risk assessments, identifying insurance needs, and designating beneficiaries.
This document outlines a personal finance unit from November 23rd to 27th that focuses on savings, investing, retirement planning, and risk management. The unit objectives are to understand asset protection through risk management, discuss the purposes of various insurance options like auto, health and life insurance, and how insurance needs change throughout life stages. The unit activities include risk assessments, identifying insurance needs, and designating beneficiaries.
This document outlines a personal finance unit from November 23rd to 27th that focuses on savings, investing, retirement planning, and risk management. The unit objectives are to understand asset protection through risk management, discuss the purposes of various insurance options like auto, health and life insurance, and how insurance needs change throughout life stages. The unit activities include risk assessments, identifying insurance needs, and designating beneficiaries.
UNIT 4 Savings, Investing, and Retirement Planning (the money you keep)
Objectives:
Understand the role of risk management in
asset protection.
Discuss the purposes of insurance/risk
management.
Define common insurance options and their
purposes, such as automobile, health, home owner/renter, whole/term life, long-term care and disability.
Define terms of a basic insurance policy,
such as contract, limits of coverage, premium, deductible, grace period, and lifetime limit.
Discuss insurance needs at different stages
of life.
Understand identification and designation
of beneficiaries.
Monday, November 23rd
Get Started: Risk Assessment Protect Your Wealth Everyday Risk of Living, Part 1 HOMEWORK: Finish Work Started in Class Tuesday, November 24th Get Started: Where is your money? Everyday Risk of Living, Part 2 My Perfect Plan HOMEWORK: Finish Work Started in Class Wednesday, November 25th Get Started: Where is your money? Insurance Needs through Life Insurance Matchmaker HOMEWORK: Finish Work Started in Class Thursday, November 26th Thanksgiving Break No School Friday, November 27th Thanksgiving Break No School