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  • Student Agenda Week 12 Middlestead

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    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.

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    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.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    211 views1 page

    Student Agenda Week 12 Middlestead

    Uploaded by

    api-236485683
    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.

    Copyright:

    © All Rights Reserved
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    of 1

    Personal Finance

    November 23rd 27th


    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

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