⚖️ Legal & Self-Advocacy Skills *coming soon
Course overview
Lesson Overview

10.5 – Building a Financial Safety Folder: A financial safety folder keeps your money matters organized and protected from confusion or fraud. Include bank statements, loan agreements, investment records, insurance documents, and retirement accounts. List account numbers, contact information for institutions, and passwords stored securely. If you manage digital banking, note access instructions in an encrypted format. Add emergency savings plans and instructions for bill payments in case you can’t manage them temporarily. Review and update this folder regularly to reflect current accounts. Keeping financial details consolidated helps prevent mistakes and supports your family if they must assist. This system safeguards your stability, turning financial complexity into structure and clarity during any challenge.

About this course

Knowledge and strategies to understand your rights, navigate legal systems, and advocate effectively for yourself.

This course includes:
  • Legal rights and resource guides
  • Self-advocacy planning templates and documentation checklists
  • Scenario-based exercises for practicingegal and advocacy interactions

Our platform is HIPAA, Medicaid, Medicare, and GDPR-compliant. We protect your data with secure systems, never sell your information, and only collect what is necessary to support your care and wellness. learn more

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