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Comprehensive Retirement Planning Series

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Course Content

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01 – Introduction to Retirement Planning 3 Topics

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Traditional Retirement Planning vs LifePlanning

How the LifePlanning Process Works

02 – Create a Health Plan 11 Topics

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Introduction – Health Plan

Develop Healthy Habits – Eat Right

Develop Healthy Habits – Exercise

Develop Healthy Habits – Socialize

Gather the Right Medical Team – Understanding Geriatrics

Gather the Right Medical Team – Geriatric Care Options (Inside the Insurance System)

Gather the Right Medical Team – How to Find a Geriatric Care Provider (Inside the Insurance System)

Gather the Right Medical Team – How to Choose a Health Insurance Provider

Gather the Right Medical Team – Private Pay Options (Outside the Insurance System)

Create a Health Plan – Wrap Up

Professional Health Resources

03 – Create a Housing Plan 11 Topics

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Introduction – Housing Plan

Requirements for Aging in a Private Residence: Age Friendly Home

Requirements for Aging in a Private Residence: Age Friendly Neighborhood

Requirements for Aging in a Private Residence – Financial Resources

Requirements for Aging in a Private Residence – Family/Social Support

Private Resident Options

Retirement Community Options

Life Plan Community Contract Options

Create a Housing Plan – Wrap Up

Professional Housing Resources

04 – Create a Financial Plan 15 Topics

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Introduction – Financial Plan

Financial Dashboard

Selecting a Financial Planner

Long-Term Care Costs Overview

Paying for Long-Term Care – Private Pay

Paying for Long-Term Care – Hiring Caregivers Directly

Paying for Long-Term Care – Reverse Mortgage

Paying for Long-Term Care – Long-Term Care Insurance

Paying for Long-Term Care – Public Assistance (Medicaid)

Paying for Long-Term Care – Public Assistance (VA)

Paying for Long-Term Care – Tax Considerations

Minimize Financial Burdens – Introduction

Minimize Financial Burdens – Assemble Your Resource Team

Create a Financial Plan – Wrap Up

Professional Financial Resources

05 – Create a Legal Plan 13 Topics

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Introduction – Legal Plan

Protect Assets – Wills vs Trusts

Protect Assets – Introduction to Safe Harbor Trusts

Protect Assets – Protecting Assets from Long-Term Care Costs

Protect Assets – Protections for Surviving Spouses and Heirs

Protect Assets – Protections from Estate Tax

Protect Assets – Protections for Inheritances

Protect Assets – Align Beneficiaries

Minimize Burdens – Estate Planning

Minimize Burdens – Fiduciaries

Minimize Burdens – Manuals of Instruction

Create a Legal Plan – Wrap Up

Professional Legal Resources

06 – Create a Family Plan 5 Topics

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Introduction – Family Plan

Prepare for the Family Meeting – LifePlanning Review

Plan the Family Meeting

Conduct the Family Meeting

Update Your Documents

07 – My Life Plan 5 Topics

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Introduction – My Life Plan

What it Means to Be Me – My Life Plan

My Professional Resources

Implement Your Decision Blueprint

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