Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
On Demand Workshop
The Comprehensive Retirement Planning Series is organized into five pillars: Health, Housing, Financial, Legal, and Family. Instruction in each pillar contains expert-led courses, worksheets, resources, and explicit directions on how to avoid being forced into institutional care, avoid going broke paying for care, and avoid burdening loved ones. After completing this course, you will have a comprehensive LifePlan Blueprint that integrates your plans for health, housing, financial, legal, and family issues during your retirement years, and outlines what you need to do to bring your plan to life.
What's Included:
- 7 lessons with more than 45 topics covering the critical aspects of a successful retirement plan
- 56 videos delivering more than 170 minutes of instruction in easily understandable segments
- Dozens of worksheets and checklists to record your plans and preferences, with the option to save, download, and share with loved ones
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
Rajiv Nagaich
Elder Law Attorney & Retirement Planning Coach
Course Content
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
01 – Introduction to Retirement Planning
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
What It Means to Be Me
How the LifePlanning Process Works
Traditional Retirement Planning vs LifePlanning
Introduction
Debrief of Traditional Retirement Planning vs LifePlanning & Intro to LifePlanning
Portal Introduction & Demonstration
Course Content
02 – Create a Health Plan
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
Professional Health Resources
Create a Health Plan – Wrap Up
Gather the Right Medical Team – Private Pay Options (Outside the Insurance System)
Gather the Right Medical Team – How to Choose a Health Insurance Provider
Gather the Right Medical Team – How to Find a Geriatric Care Provider (Inside the Insurance System)
Gather the Right Medical Team – Geriatric Care Options (Inside the Insurance System)
Gather the Right Medical Team – Understanding Geriatrics
Develop Healthy Habits – Socialize
Develop Healthy Habits – Exercise
Develop Healthy Habits – Eat Right
Introduction – Health Plan
Workshop Private Pay Options & Health Insurance Debrief
Workshop Health Wrap Up Debrief
Intro to Create a Health Plan
Intro to Eat Right
Workshop Debrief Eat Right
Workshop Exercise Debrief & Socialize Intro
Workshop Socialize Debrief & Understanding Geriatrics Intro
Workshop Understanding Geriatrics Debrief & Intro to Geriatric Care Options
Workshop Geriatric Care Options Debrief & Finding a Provider Intro
Workshop How to Find a Provider Debrief & How to Choose Health Insurance
Workshop Private Pay Options Intro
Course Content
03 – Create a Housing Plan
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
Workshop Previous Session Recap & Housing Intro
Workshop Housing Intro Debrief & Intro to Define Home
Workshop Define Home Debrief & Intro to Age Friendly Home
Workshop Age Friendly Home Debrief & Intro to Age Friendly Neighborhood
Workshop Age Friendly Neighborhood Debrief & Intro to Financial Resources
Workshop Financial Resources Debrief & Family Support Intro
Workshop Family Support Debrief & Private Residence Options Intro
Workshop Private Residence Options Debrief & Retirement Community Intro
Workshop Retirement Community Debrief & Life Plan Contract Intro
Workshop Housing Q&A
Life Plan Community Contract Debrief & Wrap Up Intro
Introduction – Housing Plan
Defining Home
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
Course Content
04 – Create a Financial Plan
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
Workshop Financial Session Intro
Workshop Financial Intro Debrief & Financial Dashboard Intro
Workshop Financial Dashboard Debrief & Financial Planner Intro
Workshop Financial Planner Debrief & LTC Costs Intro
Workshop LTC Costs Debrief & Hiring Caregivers Directly Commentary & Intro to Private Pay
Workshop Reverse Mortgage Debrief & LTC Insurance Intro
Workshop Long-Term Care Insurance Debrief + Q&A
Workshop Intro to Medicaid
Workshop Medicaid Debrief
Workshp VA Benefits Debrief & Tax Considerations Intro
Workshop Tax Consideration Recap & Miminizing Financial Burdens Intro
Workshop Minimize Financial Burdens Debrief & Assemble Resource Team Intro
Workshop Assemble Resource Team Debrief & Intro to Wrapup
Workshop Financial Q&A
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
Course Content
05 – Create a Legal Plan
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
Rajiv’s Workshop Previous Session Recap & Intro of Legal
Rajiv’s Workshop Intro of Legal – Intro to Safe Harbor Trusts
Rajiv Workshop Intro – Legal – Protecting Assets from Long-Term Care Costs
Rajiv’s Workshop Debrief – Protecting Assets from Long-Term Care Costs + Q&A
Rajiv’s Workshop Debrief – Q&A + Protections for Surviving Spouses & Heirs
Rajiv’s Workshop Debrief – Align Beneficiaries
Rajiv Workshop Debrief – Minimize Burdens
Rajiv Workshop Debrief – Minimize Burdens Fiduciaries
Rajiv Workshop Debrief – Minimize Burdens Fiduciaries 2
Rajiv Workshop Debrief – Manuals of Instruction
Rajiv Workshop Debrief – Wrap Up
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
Course Content
06 – Create a Family Plan
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
Rajiv’s Workshop Intro of the Family Pillar
Rajiv’s Workshop Intro of Family – Preparing for the Family Meeting – LifePlanning Review
Rajiv’s Workshop Intro of Family – Plan the Family Meeting
Rajiv’s Workshop Intro of Family – Conduct the Family Meeting
Workshop Q&A
Rajiv’s Workshop Intro of Update Your Documents
Rajiv’s Workshop LifePlanning Recap & Portal Demo
Introduction – Family Plan
Prepare for the Family Meeting – LifePlanning Review
Plan the Family Meeting
Conduct the Family Meeting
Update Your Documents
Course Content
07 – My Life Plan
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
Get Started
Introduction – My Life Plan
What it Means to Be Me
My Professional Resources
Implement Your Decision Blueprint
Stay Up to Date
Course Content
Course Content
Current Status
Not Enrolled
Enroll in this course to get access
Price
Free
