Introducing the AO Professional Learning Roadmap
Learn how to use the LifePlanning retirement planning system to help your clients avoid the most common retirement nightmares:
Forced into institutional care after a health crisis
Losing assets to uncovered long-term care costs
Becoming a burden on loved ones
Level I
Introduction to LifePlanning
Discover the Opportunity
Webinar
1 hour
Available on demand
Open to all professionals
CE units available
Open to all professionals
CE units available
Free
Level II
LifePlanning Fundamentals Workshop
Become an AO Aware Professional
Online Workshop
6 two-hour consumer modules (on demand)
1 four-hour professional module (live)
Access to live Q&A sessions
Application Required
1 four-hour professional module (live)
Access to live Q&A sessions
Application Required
$2,500
What Professionals Say
What do professionals in the legal, healthcare, and financial industries think of the LifePlanning approach to retirement planning?
Start Learning about LifePlanning Today!
Be the professional who brings coordinated, comprehensive, and multi-disciplinary retirement planning to your clients. They’ll thank you for it!