Description

Made possible through financial support from:

Susser Bank Logo

Presented by: Wealth Solutions

Financial Literacy 101: Protecting and Distributing Your Wealth

Take your financial knowledge to the next level in this Financial Literacy 101 workshop focused on protecting and distributing your wealth. Learn how investment accounts, retirement planning and protection strategies work together to build long-term financial security.

Topics covered include:
  • Individual Retirement Accounts (IRAs) and pensions
  • Social Security and healthcare considerations in retirement
  • Basics of legacy planning and transferring wealth
Whether you’re just starting your financial journey or thinking ahead to the future, this session will give you the tools to plan confidently for long-term financial security.

Financial Literacy Badge Eligible 
(Points do not count toward the Career Compass graduation requirement, but they are eligible for the Financial Literacy Digital Achievement. Complete the achievement to receive a digital badge!)

Financial Literacy Month: Protecting and Distributing Your Wealth, presented by Wealth Solutions

Start Date & Time

April 15, 2026 01:00 PM - 02:00 PM

iCal/Outlook

Location

BB 1.01.20L, Multipurpose Room

Category:

Students

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