 |
| |
| Product Details |
| |
| Order #: 1507 |
| Pub. Date: 2010 |
| CD 1507 |
| |
|
| Price: $45.00 |
| |
This retirement planning curriculum is written for mid-life and older adults who are concerned with the financial and the nonfinancial aspects of retirement. In five complete 1- to 1 1/2-hour lessons, you teach your clientele how to:
- Plan for their financial security
- Enhance their health and well-being in retirement
- Increase engagement with life during their later years
The curriculum CD comes with advertising materials to customize, teaching outlines for five lessons, PowerPoint slide shows with teaching notes, activities, fact sheets, worksheets, and post-seminar evaluations to help you document your impact.
Written by family finance educators, all the lessons have been successfully tested with urban and rural audiences.
Lesson 1: It's More Than Money: Add Life to Your Years
- Determining life expectancy
- Nutrition for older adults
- Physical activity-importance and types
- Maintaining mental acuity
Lesson 2: It's More Than Money: Engagement with Life
- Time use during retirement
- Social networks, productive activities, creativity and play, lifelong learning
- Case studies exemplifying engagement during retirement
- Setting retirement goals
Lesson 3: Crunching the Numbers
- Income and savings needed for retirement
- Determining your retirement resources
- Late-saver strategies
- 'Stepping down' expectations
Lesson 4: Taking (Some of) the Mystery Out of Investing
- Risk tolerance
- Types of investing accounts
- Dollar-cost averaging
- Annuities
Lesson 5: Selecting a Financial Advisor
- Defining your advisor needs
- Types of advisors
- Advisor regulators
- Shopping for an advisor
Retirement Ready? Course Summary
|
| |
|
