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Online Class: Retirement Planning


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$30.00
no certificate
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$55.00
with CEU Certificate*
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Course Description

Retirement for many of us can already be a fact of life.  For others, it is looming on the horizon and the closer we get the more uneasy we feel about that next step.  We are filled with questions about just how we will pay for our retirement.  What will it cost?  How much will you get from Social Security?  What if you do not wish to quit working entirely, but are being forced into retirement by your company? Are you ready for retirement emotionally?
 
There are many questions about retirement, mainly because retirement is now considered a phase of our lives rather than a couple years spent marking time after we stop working.  The latest statistics indicate that most people who retire today can look forward to decades of time spent in retirement, and with that much time on our hands, it is imperative that we plan carefully.  We need to develop a financial plan.  We need to develop a health and exercise plan.  We need to develop and emotional and social support plan.

This online class will address a number of these issues and give you a place to start.  Financial concerns regarding IRA's, insurance, and what you should do with your house will be addressed.  Specific health recommendations will be made to maximize your physical condition during retirement.  And what about your social and family relationships?  Most of us have allowed these very important relationships to lapse when our happiness during retirement is actually based on them.

Finally, we will talk about how to prepare for retirement and what you will do with your time.  There are many of us who really wanted to do something else with our lives.  Once you retire from your "real" job, you may be very pleasantly surprised to realize that you can now finally pursue the life of your dreams.
 
Retirement Planning
  • Completely Online
  • Self-Paced
  • Instructor Support
  • IACET CEUs
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
 
 
 
IACET Accredited Provider
Universal Class, Inc. has been approved as an Accredited Provider by the International Association for Continuing Education and Training (IACET). In obtaining this approval, Universal Class, Inc. has demonstrated that it complies with the ANSI/IACET Standard which is widely recognized as the Standard of good practice internationally. As a result of their Accredited Provider status, Universal Class, Inc. is authorized to offer IACET CEUs for its courses that qualify under the ANSI/IACET Standard.
 
 
 

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Course Lessons

Average Lesson Rating: (267 votes)
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  • Lesson 1. The Plan for Retirement

    Far too many people have only a vague idea of what retirement is, and therefore simply wait for it to happen and make no plans for it. This is a recipe for disaster.
  • Lesson 2. Investing

    The last third of our lives can be spent in that state commonly referred to as "retirement".
  • Lesson 3. More Sources of Retirement Income

    Social Security was initially established in 1935 as a social insurance plan to provide supplementary income for retired or disabled individuals.
  • Lesson 4. Other Sources of Retirement Income

    The first piece of real estate to consider in your retirement is your own home. If you have owned your home for years and not tapped into the equity for any reason, you could realize a great deal of money from it.
  • Lesson 5. Unexpected or Unanticipated Expenses

    Taxes have been a constant, examples include sales tax, property tax, income tax, and others. Most Americans have managed to handle taxes without becoming intimately involved.
  • Lesson 6. Investing In Health

    Now that we have given you a good understanding of your financial retirement responsibilities, it is time to address the other vital concerns to help ensure a terrific retirement phase of your life.
  • Lesson 7. Family Life

    Retirement is when you reap what you have been sowing all these years. Only this lesson is about family and not about money.
  • Lesson 8. Silver and Gold

    Any social relationship is typically based on proximity and convenience. They arise out of our daily activities, school, church, and work. Look at your own social circle.
  • Lesson 9. Developing Interests and Self-Worth

    Many of us envision retirement as that long awaited endless summer vacation. We have been vigilant about preparing ourselves financially and when the big day finally arrives, many of us are disappointed.
  • Lesson 10. Where To Live

    Retirement often brings to mind places of infinite sunshine, and a number of retirees sell everything and move to Florida or Arizona. For some, this is like moving to paradise.
  • Lesson 11. How to Live the Life of Your Dreams

    By now you will have discovered that retirement is not a short period where you sit around waiting to die.
Additional Course Information
Online CEU Certificate
  • Document Your Lifelong Learning Achievements
  • Earn an Official Certificate Documenting Course Hours and CEUs
  • Verify Your Certificate with a Unique Serial Number Online
  • View and Share Your Certificate Online or Download/Print as PDF
  • Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Document Your CEUs on Your Resume
 
Course Title: Retirement Planning
Course Number: 8900064
Languages: English - United States, Canada, United Kingdom, Australia, New Zealand, and other English speaking countries
Course Type: How To
CEU Value: 1.1 IACET CEUs (Continuing Education Units)
CE Accreditation: Universal Class, Inc. has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).
Grading Policy: Earn a final grade of 70% or higher to receive an online/downloadable CEU Certification documenting CEUs earned
Assessment Method: Lesson assignments and review exams
Instructor: John Chouinard
Syllabus: View Syllabus
Duration: Continuous: Enroll anytime!
Course Fee: $30.00 (no CEU Certification) || with CEU Certification: $55.00

Learning Outcomes

By successfully completing this course, students will be able to:
  • Define the plan for retirement.
  • Describe investing techniques.
  • Describe sources of retirement income.
  • Summarize unexpected or unanticipated expenses.
  • Summarize reason and methods for investing in health.
  • Describe family life.
  • Describe silver and gold in terms of investment.
  • Summarize developing interests and defining self-worth.
  • Summarize where to live.
  • Summarize the basic principles for living the life of your dreams, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.
An IntroductionAssignment5
Lesson 1: Assignment 1Assignment20
Lesson One: The Plan for RetirementExam12
Lesson 2: Assignment 1Assignment30
Lesson Two: InvestingExam11
Lesson 3: Assignment 1Assignment30
Lesson Three: More Sources of Retirement IncomeExam12
Lesson 4: Assignment 1Assignment25
Lesson Four: Other Sources of Retirement IncomeExam12
Lesson 5: Assignment 1Assignment20
Lesson Five: Unexpected or Unanticipated ExpensesExam12
Lesson 6: Assignment 1Assignment20
Lesson Six: Investing In HealthExam11
Lesson 7: Assignment 1Assignment25
Lesson Seven: Family LifeExam12
Lesson 8: Assignment 1Assignment20
Lesson Eight: Silver and GoldExam12
Lesson 9: Assignment 1Assignment25
Lesson Nine: Developing Interests and Self-WorthExam12
Lesson 10: Assignment 1Assignment20
Lesson Ten: Where To LiveExam12
Lesson 11: Assignment 1Assignment20
Lesson Eleven: How to Live the Life of Your DreamsExam12
The Final Exam: Retirement PlanningExam540
Total Points:930
Student Testimonials
  • "Excellent instructor...Always encouraging." -- Jane C.
  • "This course was best of best I have ever taken. I loved it. The instructor was excellent." -- James Y.
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