The Totally Virtual LifePlanning Workshop
COMING SOON!
Enrollment Opens September 1, 2024
Supercharge your plan to avoid the nursing home, avoid going broke, and avoid being a burden in retirement!
AgingOptions offers many ways to plan for the retirement of your dreams, one where you live where you want (even if your health fails) without going broke and without burdening your family. One of the most powerful planning options is to attend a LifePlanning Workshop. Once available in-person only to people in the Seattle area, this virtual version makes the LifePlanning Workshop experience open to anyone with an internet connection.
How It Works
The Virtual LifePlanning Workshop combines the convenience of on-demand learning with the power of realtime access to LifePlanning experts and an engaged community.
Explore the Academy
Courses
Tools
Resources
Take the Workshop
Videos
Workbook
Worksheets
Ask Your Questions
Live Q&A calls
AO Forum
Facebook group
Create your LifePlan
Decisions
Blueprint
Next Steps
Store and Share Your Plan
LifePlan Organizer
Agent Guidance
What You'll Learn in the Virtual LifePlanning Workshop
Module 1: Introduction & Health Pillar
The best way to avoid institutional care is to stay healthy. This module offers a closer look at why traditional retirement planning advice delivers such poor results, then offers a unique approach to planning for health in the retirement years.
Topics Covered
Traditional retirement planning vs LifePlanning
How the LifePlanning process works
Creating the LifePlan Blueprint
Documenting your preferences
Developing healthy habits, including eating right, exercising, and socializing
How selecting the right medical team can lower the risk of needing home health and home care services by 40%
Finding services inside (and outside) the insurance system
Finding services outside the insurance system
What to look for in a health plan
Documenting your health plan
Module 2: Housing Pillar
In this module, you will learn how to increase the odds of being able to live out your retirement years at home from 30% to 80% without running out of money or forcing your loved ones to become your unpaid caregivers.
Topics Covered
Defining “home”
Residential housing options
Requirements for aging in a private residence
Private residence options
Retirement community options
The role of family in your housing decision
How to choose a housing option
Documenting your housing preferences
Module 3: Financial Pillar
It's not the size of the nest egg that matters, it's the plan for using it. In this module, you will learn how to create a plan for the way your money is used to reach your goals. You will also learn how to organize your affairs so your family and agents won’t be burdened by the tasks they are expected to perform.
Topics Covered
Creating a financial dashboard
Choosing a financial planner
Working with a financial planner
Using the financial dashboard to make decisions
Paying for long-term care, including private pay, reverse mortgages, long-term care insurance, and public benefits
Understanding the financial burdens on agents
How to assemble a resource team to ease burdens
Documenting your financial plans
Module 4: Legal Pillar
This module explains how to prepare legal documents that offer key protections for your retirement plan while minimizing burdens on your agents.
Topics Covered
Wills vs Trusts
Safe Harbor Trusts
Protecting the interests of surviving spouses and heirs
Protecting assets from long-term care costs, estate taxes, and bad actors
Choosing fiduciaries
Creating legal documents that read like manuals of instruction
Documenting legal plans
Module 5: Family Pillar
This module explains how to develop a meaningful checklist of issues to discuss with your family to bring clarity to their roles while avoiding unnecessary burdens. This is guidance you won't find anywhere else!
Topics Covered
Planning the family meeting
Conducting the family meeting
What to do after the family meeting
Documenting the family plan
Module 6: The LifePlanning Blueprint
This module brings everything together as your LifePlanning Blueprint takes shape.
Topics Covered
Assemble the blueprint
Identifying next steps
Choosing professional resources
Implementing your decisions blueprint
Keeping everything up to date
Choose Your Access Pass
Platinum Pass
Gold Pass
Silver Pass
Access to pre-recorded instructor-led LifePlanning Workshop materials
12 months access
6 months access
3 months access
Access to the Comprehensive Retirement Planning Course in AgingOptions Academy
12 months access
6 months access
3 months access
Access to live weekly Q&A calls on Zoom video with Rajiv Nagaich and other professionals
12 months access
6 months access
3 months access
Access to the community forum and private Facebook group
12 months access
6 months access
3 months access
BONUS! Free Master Your Future LifePlanning Workbook - Print Edition
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BONUS! Free Master Your Future LifePlanning Workbook - PDF Edition
X
X
X
BONUS! Free Master Your Future Program DVD
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X
PLATINUM PASS
12 Months Access
GOLD PASS
6 Months Access
SILVER PASS
3 months access
What People Say about the Virtual LifePlanning Workshop
LifePlanning helped me address the gray areas in my retirement plan, the issues that my estate plan didn’t address, and my financial planner didn’t want talk about. I’m so grateful for this process! - Gillian, Life Planning Workshop Participant, 2021
This is so much more than legal planning. The workshop helps you to focus on everything you need to plan for, such as medical care, housing options, family issues, and financial planning, not just the will, medical directives, and financial power of attorney. Highly recommended! – Challis, Life Planning Workshop Participant, 2021
It’s worth the price of gold knowing that I won’t be burdening my children as I age. - Geoffrey, LifePlanning Workshop Participant – 2021
Rajiv shows you how the system really works and what you need to pull everything together for a safe and happy retirement. —Chandra Lewnau, Elder Law Attorney, Seattle, Washington
Finally! Rajiv Nagaich makes all the pieces of the overwhelming retirement puzzle fit together. —Randy Foley, client via Facebook