LifePlanning Workshop

The perfect combination of in-person, print and online resources make this is our first choice. The workshop is a multi-part series of classes that focus on each of the critical aspects of your retirement planning.

  • You will receive an introduction class that presents the advantages of a LifePlan and how to build your plan. Then you’ll receive 4 individual classes covering Health, Housing, Financial and Legal planning with opportunities to discuss your personal situation and a Q&A with industry professionals. Finally, you will have a class that brings all these aspects together and addresses the role your family will play in your LifePlan.
    *These classes are ongoing so you can fit them to your schedule.
  • PLUS - The workshop comes with the LifePlanning workbook to provide you additional knowledge and allow you to record your decisions and share your plans with others.
  • PLUS - Receive 1 year access to the AgingOptions online Learning Center with a wealth of information, lists of local professionals, and many assessments and worksheets to help you compose your personal, unique LifePlan.

 

*Upgrade options available.