Design [dih-zahyn] the art or process of planning and creating something
Retirement – it’s something most of us will do. We save for it. At some point we may look forward to it. But are we REALLY ready for it? Do you have a clear picture of what you want your life in retirement to look like? Do you have a plan for the good years as well as the not-so-good years?
About the Course
Retirement by Design is a six module online training course that educates you on the most important issues that you are likely to face and helps you to create a plan.
This course will save you hours of research, show you what does, and doesn’t work, and cut down on the amount of trial and error you go through. And you don’t have to figure it out all on your own. You walk away educated about what is likely to happen and how to handle it, and with your customized peace of mind action plan.
After completing the course you will:
- Understand what it takes to have Qualify of life – something we want but for which we rarely plan. The good news is that each of us can impact our own quality of life. You will know what is most important to you so that you can for having it.
- Define what you want in retirement.
- Be ready for a crisis. A car accident, stroke, broken hip – these are things we hope will never happen. But if they did, are you ready? I’ll cover the key items to have in your plan.
- Determine how you want to get Long-term care: Someone turning 65 today has a 70% chance of needing some type of long-term care at some point. I will talk about care options and their costs.
- Share your plans. The best way to ensure that your retirement turns out the way you design it is to share your plans with your loved ones. I’ll give you tips for having conversations with your loved ones.
- Create your customized retirement plan using the Worksheets and templates provided in the 40+ page workbook.
Each of the six modules is about an hour in length. The modules are broken into shorter lessons, each less than 30 minutes. This makes it so easy to fit this course into your schedule. The modules are recorded webinars so you can listen to them at any time – on your schedule. And you can listen to them as often as you like. Each of the six modules is accompanied by exercises and worksheets you will use to apply the information to your specific situation and build your own peace of mind plan.
Watch the first lesson (viewed best with Chrome): Lesson 1
What clients are saying…
The biggest outcome of this program is that now I sleep at night. I had basically known most of what I needed to do, but didn’t know how to organize it into manageable bits, keep myself on a schedule, and have someone to coach me.
This is a comprehensive overview that also breaks it down into doable chunks.
The most valuable part is the clarity.
I know that I am not alone in considering all that I needed to do.
Jodi’s expertise and experience informed the entire process.
Do not hesitate. You would never be able to provide this comprehensive a plan on your own. It will be the best gift you could give yourself and those who will provide or oversee your care, and, one day, settle your affairs.