Financial Preparedness 101:
Creating a Robust Emergency Fund


  • Presentation Length: 60-mins
  • Participant Numbers: 15-500+
  • Virtual and In-person options available
  • Sessions can be recorded for internal use
  • Onsite training available globally: North & South America, EMEIA, APAC, LATAM
  • Languages: English, Spanish, French, Portuguese, Italian, Mandarin, Arabic, Japanese, and Malay.


This session is designed to equip participants with the essential knowledge and tools to establish and maintain a solid financial safety net.

In today’s uncertain economic climate, having a well-funded emergency fund is crucial for ensuring financial stability and resilience in the face of unexpected expenses or disruptions to income.

Content Outline

  • Understanding the role of an Emergency Fund for financial security
  • Identifying the ideal size of an emergency fund based on personal circumstances, lifestyle, and risk factors.
  • Saving Strategies: Techniques for consistently contributing to an emergency fund, even on a tight budget.
  • Evaluating different options for storing emergency funds
  • Tips for Maintaining and Adjusting Funds – in response to changes in personal financial goals or external factors.


By the end of this session, participants will have acquired the tools necessary to create and sustain a robust emergency fund.

This financial preparedness will not only help them navigate unforeseen challenges but also provide them with greater peace of mind and a stronger foundation for achieving long-term financial success.

Disclaimer: This financial wellness session is for educational purposes only. The information provided should not be construed as professional, financial, real-estate, tax, or instructional advice.