Holistic Financial Literacy w/ Lauren Dershowitz /Northwestern Mutual

• The following are topics we will be covering

• Emergency funds and high yield saving accounts (it is recommended for people to have 3-6 months of their fixed expenses saved)
• • Budgeting
• Good debt vs bad debt
• • Risk consolidation techniques and strategies
• Risk management –
• • Paycheck protection insurance (protecting the largest asset for people which is their ability to work)
  • Life insurance – term vs permanent
• Retirement
• • 2% of the US retires above the poverty line…what can you do to set yourself up for success?
  • Traditional vs Roth options
• Tax efficiencies

These are the financial basics that we should have learned in high school that every adult should be aware of. This covers a lot of different areas, which is what makes it holistic, as opposed to simply talking about investments.

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