What You Will Learn

>> Why 70% of people who follow traditional retirement planning advice end up forced into care facilities   

>> How traditional retirement planning compares to LifePlanning

>> How the LifePlanning process works  

>> How adopting four healthy habits can preserve your most precious asset (hint: it's not your 401k)

>> Why it's so important to work with the right healthcare providers (and what you risk if you don't)

>> How to navigate the healthcare insurance maze, including Medicare

>> Why it might make sense to seek healthcare outside the insurance system (and where to look for it if you do)

>> How to choose an insurance plan that will help you stay out of institutional care

>> How to know what to ask for when you deal with the healthcare professionals helping you implement your LifePlan

Throughout this lesson, you will be making decisions about proactive steps you can take to preserve your health during your retirement years. You will be documenting those decisions in worksheets that will combine with your work in other sections of the Live Online LifePlanning Workshop to create your integrated LifePlan Blueprint.

What You Will Learn

>> Why it's so important to identify a forever home retirement (and what you risk if you don't)

>> How to create plan so that if you get sick, you don't have to move to a care facility; the care can come to you

>> What your housing options really are in retirement (there aren't as many as you might think)

>> How to tell if your home is age friendly (and what to do if it's not)

>> What retirement community options are available and how they differ

>> How to know if a retirement community is right for you

>> How to avoid mistakes when choosing a Continuing Care Retirement Community

>> How to consider your housing options in light of your larger goals for retirement

>> How to know what to ask for when you deal with the housing professionals helping you implement your LifePlan

Throughout this lesson, as you learn about your options, you will be making decisions about your housing plans for retirement. You will be documenting those decisions in worksheets that will combine with your work in other sections of the Comprehensive Retirement Planning Series to create your integrated LifePlan Blueprint.

What You Will Learn

>> How to create a financial dashboard and use it to make key money-related decisions before and during retirement

>> How to choose a financial planner (if you don't already have one)

>> How to know what to ask for when you deal with the financial professionals helping you implement your LifePlan

>> Why it's so important to have a plan to pay for long-term care

>> How to pay for long-term care, including private pay, reverse mortgages, long-term care insurance, and public benefits

>> Why financial burdens on agents and family members are so often overlooked (and what to do about them)

>> How to choose a resource team to help your agents manage your affairs when you are incapacitated

>> How to make good on your promise to "not be a burden" on your family when your health fails

Throughout this lesson, you will be making decisions about your financial preferences and plan for retirement. You will be documenting those decisions in worksheets that will combine with your work in other sections of the Live Online LifePlanning Workshop to create your integrated LifePlan Blueprint.

What You Will Learn

>> How Wills and Trusts differ, and the role these powerful legal tools play in your retirement plan

>> How Safe Harbor Trusts work and why they can be a valuable part of your retirement plan

>> Why it's so important to protect the interests of surviving spouses and heirs (and what happens if you don't)

>> How to choose the right legal tools to protect assets from long-term care costs, estate taxes, and bad actors

>> Why choosing the right fiduciaries is so important and how to make your selections

>> Why the typical Power of Attorney creates more burdens than it relieves (and what to do about it)

>> How to create legal documents that read like manuals of instruction

>> How to know what to ask for when you deal with the legal professionals helping you implement your LifePlan

Throughout this lesson, as you learn about your options, you will be making decisions about your housing plans for retirement. You will be documenting those decisions in worksheets that will combine with your work in other sections of the Live Online LifePlanning Workshop to create your integrated LifePlan Blueprint.

What You Will Learn

>> How to plan a family meeting that improves connection, clarity, and communication between you and your loved ones

>> Whom to invite to your family meeting (and how not to mess up the guest list)

>> How to conduct a productive family meeting

>> What to say and do if family members don't support your plans or their role in them

>> How to document the final plan for your family's role in your retirement

>> Review the LifePlanning process and the ground you covered so far

>> Take another look at all the decisions you made along the way and the list of professionals who will assist you

>> Learn how to manage the implementation of your LifePlan Blueprint

>> Learn steps to take to keep your LifePlan up to date

At the end of this lesson, you will finalize your integrated LifePlan Blueprint, then get to work on the implementation of your plan. You will know exactly what to do to bring your plan for retirement success to life.