HO026WT Helping Your Clients Save Money for Disasters

Certificate Course
CEUs: 0
Clock Hours: 1Hr 30Min
69 learners enrolled

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In the past few years, many American households have been affected by some of the costliest disasters of our generation. If the clients we serve in our community are not financially prepared for a disaster, the impact can be catastrophic. Often the challenge is convincing our clients that saving money for disaster preparedness is possible and helping them take action with making it a financial priority.

In this 90-minute webinar, we teach you how to strategically approach motivating your clients to create and carry out a disaster emergency savings plan. You will learn over 15 specific strategies for helping your clients discover money they can save and choose the correct savings tool for the money.

The interactive webinar training includes check-and-reflect activities, interactive polling, and participant Q&A with the faculty. A quiz will open after the session which must be passed to obtain a certificate and credit toward continuing education hours. Participants can access the training site upon registration and begin looking at the available resources before the live online training session. Participants will complete the quiz and print their certificate immediately after the live session.

Webinar Learning Objectives:
• Discuss how to motivate your client to save money for disasters.
• Breakdown the steps for helping your client create savings plan for any disaster.
• Identify specific strategies to help your client find the money to save for a disaster.
This course provides 1.5 hours of continuing education.