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| Product Details |
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| Order #: 1507 |
| Pub. Date: 2010 |
| CD 1507 |
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| Price: $45.00 |
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This retirement-planning curriculum is aimed at mid-life and older adults
who are concerned with the financial and the nonfinancial aspects of their
approaching retirements. In five group lessons, participants will learn how
to:
- Plan for their financial security
- Enhance their health and well-being as they age
- Increase engagement with life during their later years
The curriculum CD comes with what you need to advertise, teach, and evaluate
five 1- to 1 1/2-hour lessons or three lessons of about 2.5 hours each:
- Teaching outlines
- PowerPoint slide shows with teaching notes
- Activities to encourage and involve your participants
- Fact sheets and worksheets to photocopy
- Advertising materials for you to customize
- 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
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