Session 4 Student Workbook
Download the complete participant workbook for this session to take notes, complete exercises, and follow the lesson.
Download Student WorkbookComplete participant workbook • PDF • FFES Version 1.0Participant downloads
Start with the Student Workbook, then download the homework, handouts, and worksheets you need. Use blank copies for your personal use; do not upload completed worksheets or sensitive financial information.
Household Protection Review
Identify protection questions that may deserve a private review.
Download PDFFor participant use • FFES Version 1.0Five Essential Family Documents Checklist
Review the will, advance directive, HIPAA authorization, medical power of attorney, and durable financial power of attorney.
Download PDFFor participant use • FFES Version 1.0Beneficiary Review Checklist
Organize a private review of beneficiary designations.
Download PDFFor participant use • FFES Version 1.0Session 4 Freedom Challenge & Homework
Take one practical household-protection step.
Download PDFFor participant use • FFES Version 1.0