Course curriculum

    1. Welcome!

    2. Enrollment Details

    3. Optional Live Webinars

    4. Technical Tips for the Course

    5. Learning Journal

    1. Lesson 1: The Need for Holistic Retirement Planning

    2. Lesson 2: Retirement Trends

    3. Lesson 3: Retirement Wellbeing

    4. Handout: Red Flag Checklist

    5. Module 1 Quiz

    6. Reflective Questions

    7. Supplemental Resources

    8. Module 1 References

    1. Lesson 1: Reframing Retirement

    2. Lesson 2: Misconceptions about Retirement

    3. Lesson 3: Retirement as a Process

    4. Client Resource: The Retirement Journey

    5. Module 2 Quiz

    6. Module 2 Reflective Questions

    7. Supplemental Resources

    8. Module 2 References

    1. Lesson 1: Understanding Wellbeing in Retirement

    2. Lesson 2: Who You Are - Identity

    3. Lesson 3: What You Do - Daily Pursuits

    4. Client Handout: Four Non-Financial Considerations in Preparing for Retirement

    5. Module 3 Quiz

    6. Module 3 Reflective Questions

    7. Supplemental Resources

    1. Lesson 1: Who Is Involved - Social Networks

    2. Lesson 2: Who Is Involved - The Family Context

    3. Lesson 3: How You Structure It - Organization of Free Time

    4. Module 4 Quiz

    5. Module 4 Reflective Questions

    6. Learning Journal

    7. Supplemental Resources

    1. Reflective Questions

    2. Lesson 1: Introduction to Retirement Life Plan Conversations

    3. Lesson 2: Adapting Conversations to Your Style

    4. Lesson 3: Adapting Conversations to Your Client

    5. Reflective Questions Part 2

    6. Module 5 Quiz

    7. Supplemental Resources

About this course

  • $1,450.00
  • 64 lessons
  • 6.5 hours of video content