Lesson 1: Why plan ahead · 5 min
Before you begin · What planning ahead gives you · Check your understanding
Three pieces that work together
Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 2 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.
What would you do?You are updating your plans. You have one trusted relative
Live deckQuiz · 3 slidesContent · 2 slidesWord cloud · 1 slideScale · 1 slide
Feedback surveyHow much do you agree with each statement? I can:Have you made a will or named someone to act for you?What do you want to get out of this course?Overall, how would you rate this course?
7 lessons, about 30 minutes
What learners can do at the end of each lesson. Minutes are an estimate.
Lesson 2: Preparing for future health problems · 5 min
Who may need long-term care · Steps to take now · Which papers do you have?
Lesson 3: Naming someone you trust · 5 min
Two kinds of power of attorney · Compare the two · Choosing who to name
Lesson 4: Direct deposit of benefits · 4 min
What direct deposit does · Cheque or deposit? · Customise and join
Lesson 5: Being ready for disasters · 4 min
Financial readiness · What to have ready · Check your understanding
Lesson 6: What to keep and where · 4 min
Back up and store · Home or safe deposit box? · Evacuation bag
Lesson 7: Final assessment · 3 min
Final assessment · Course complete
Source and credit: Adapted from Federal Deposit Insurance Corporation (FDIC) Money Smart material; the FDIC does not endorse AhaSlides. AhaSlides condensed and rewrote this material for employers and added quizzes and activities. Source: Money Smart for Older Adults, Planning for Unexpected Life Events resource guide (opens in a new tab) · Source: Money Smart for Older Adults (opens in a new tab) · Licence: US public domain (FDIC Money Smart) (opens in a new tab)
Often taught together
Courses teams often run alongside this one.
Banking & Financial Services Training
Responsible lending, credit assessment and collections (opens in a new tab)
Banking & Financial Services Training
Investment advice: Client risk profiling and suitability (opens in a new tab)
Banking & Financial Services Training
Life, health and pension advice: Needs-based selling and product rules (opens in a new tab)
Common questions
Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.
Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.
At onboarding or as continuing professional development, with a yearly refresher (best practice).
Employees at any age, and pre-retirement or eldercare programmes.
Record completion in your own LMS or record system, so you can show who finished the course and when.
Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.
Your own details, each highlighted inside the course:
- Link to your live session deck
- Link to the self-paced course