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