Level I: Introduction to LifePlanning
Learn why so many retirement plans fail—and what to do about it—in this FREE 1-hour webinar.
Watch the Trailer
About the Course
Curious about LifePlanning? The Introduction to LifePlanning webinar will answer your questions.
- Audience: Professionals who provide products, services, advice, or care to retirees and/or people planning for retirement
- Length: 1 hour
- Delivery Platform: On-Demand Video
- Prerequisites: None
- Application Required: No
- Cost: FREE
- Continuing Education Credit Available: YES
Watch Full Video
Take the Course
Curious about LifePlanning? The Introduction to LifePlanning webinar will answer your questions.
- Audience: Professionals who provide products, services, advice, or care to retirees and/or people planning for retirement
- Length: 1 hour
- Delivery Platform: On-Demand Video
- Prerequisites: None
- Application Required: No
- Cost: FREE
- Continuing Education Credit Available: YES
Program Outline
The Introduction to LifePlanning webinar is designed to increase your awareness of the shortcomings of traditional retirement planning advice and how the LifePlanning retirement planning system addresses those issues
Below is an overview of the topics covered:
- Introduction
- A Case Study: Bill and Vivian Wallace
- How Retirement Turns from Dream to Nightmare
- Planning for Health in Retirement
- Planning for Housing in Retirement
- Planning for Finances in Retirement
- Legal Planning for Retirement
- Planning for the Family’s Role in Retirement
- The LifePlanning Process
What You Get
When you complete the Introduction to LifePlanning webinar, you will receive:
Eligibility to apply for Level II Training.