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MISCONCEPTIONS

IMPORTANT DOCUMENTS

SOURCE OF SAVINGS

INSURANCE

LOAN OPTIONS

CONCLUSION

FINANCIAL RESOURCES

  In this training booklet, we will discuss different types of financial resources available. These resources can help individuals to plan for their future financial security and that of their family. The topics we will discuss include:helping lady to the car

  • documents to keep for long periods of time
  • safe keeping documents
  • investment or savings sources for future planning
  • programs that supplement your income
  • a brief review of insurance options


  For the purpose of this training we are defining financial resources as money in saving accounts, pension plans or other accounts. Included in this discussion are important documents that allow us to make decisions and to protect our interests as we age or become incapacitated with a disability. We will discuss programs individuals may qualify for to help supplement their income. Finally, there will be a brief review of insurance options and where to get additional information on insurance programs.

  This booklet does not provide information regarding financial planning. Financial planning is best done with:

  • a certified financial planner
  • banker
  • investment broker
  • insurance representative
  • information from the Internet
  • books on financial planning
  • tax attorney
  • tax accountant
  • estate planner

  The purpose of this booklet is to describe different financial resources that are available as an individual ages.

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Uatpat.org - The Utah Assistive Technology Program is designed to help you know what assistive technology is available, how to get funding for assistive technology, and to provide you with links and resources.