The Totally Virtual LifePlanning Workshop


Enrollment Opens April 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

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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

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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

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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

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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

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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

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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


BONUS! Free Master Your Future LifePlanning Workbook - PDF Edition




BONUS! Free Master Your Future Program DVD




12 Months Access


6 Months Access


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