Retire Your Way! ™
A comprehensive 12-chapter at-retirement course designed to guide you through the retirement planning process.
About This Course
Retire Your Way™ is our comprehensive flagship course designed to help your employees make an easy transition into retirement. This course focuses on the building blocks your employees need to take the stress and fear out of transitioning into retirement.
Why is this important? Because everyone focuses on the money issue, but there is so much more to retirement! Come and learn how your employees can build their own retirement plan the way they want it to be. Please see the curriculum below to determine the elements that fit your needs.
Course curriculum
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1
Welcome!
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How to Use This Course
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Get To Know Mike
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Course Introduction
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Retirement IQ Pre-test
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2
Chapter 1: How Do You Feel About Retirement?
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Chapter Introduction
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How Do You Feel About Retirement? I
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How Do You Feel About Retirement? II
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The Single Biggest Threat To Your Retirement
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Chapter Resources
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Chapter 1 Quiz
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3
Chapter 2: Social Security
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Chapter Introduction
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Social Security
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Chapter Resources
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Chapter 2 Quiz
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4
Chapter 3: Medicare
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Chapter Introduction
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Chapter Resources
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Chapter 3 Quiz
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5
Chapter 4: Where to Live
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Chapter Introduction
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Where to Live I
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Where to Live II
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Selling a Home in Connecticut
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Where to Live (Survey)
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Should you stay or move? (Survey)
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Chapter Resources
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Chapter 4 Quiz
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6
Chapter 5: Planning for Incapacity
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Chapter Introduction
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Planning for Incapacity I
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Planning for Incapacity II
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Chapter Resources
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Chapter 5 Quiz
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7
Chapter 6: Budgets and Forecasting Budgets
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Chapter Introduction
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Budgets and Forecasting Budgets
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Chapter Resources
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Chapter 6 Quiz
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8
Chapter 7: Financial Awareness & Financial Education
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Chapter Introduction
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Financial Awareness & Financial Education
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Chapter Resources
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Chapter 7 Quiz
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9
Chapter 8: Wills, Trusts, Basic Estate Planning, and Elder Law
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Chapter Introduction
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Power of Attorney
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Chapter 8 Quiz
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10
Chapter 9: Elder Fraud
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Chapter Introduction
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Elder Fraud
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Chapter Resources
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Chapter 9 Quiz
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11
Chapter 10: Data Retention and Data Security
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Chapter Introduction
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Data Retention
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Chapter 10 Quiz
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12
Chapter 11: Health and Nutrition
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Chapter Introduction
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Health and Nutrition
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Chapter Resources
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Chapter 11 Quiz
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13
Conclusion
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Congrats! Here's what's next...
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Additional Resources
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You're almost done!
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Retirement IQ Post-test
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Instructor(s)
EA, CPC, FSPA, RMA®, CWS®
Michael E. Callahan
Michael serves as President of LEAP2Retire, Inc., a comprehensive educational program that prepares individuals and couples to successfully transition into retirement. He is also President of Edu4Retirement, Inc., a financial servicing firm specializing in planning and investing for retirement. He was selected as a Top 401 Retirement Advisor in the country by Financial Times for 2015, 2016 and 2017 and 2020* and has been named a Five Star Wealth Manager for 2018, 2019 and 2020*. He is a Registered Representative with Cetera Advisors LLC, and Series 7, 24, 63 and 65, life, variable annuity, health and property casualty insurance licensed.