Online Class: Retirement Planning
with CEU Certificate*
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Course DescriptionRetirement 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?
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.
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.
- Completely Online
- Instructor Feedback
- IACET CEUs
- 6 Months to Complete
- 24/7 Availability
- Start Anytime
- PC & Mac Compatible
- Android & iOS Friendly
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Lesson 1. The Plan for RetirementFar 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. InvestingThe last third of our lives can be spent in that state commonly referred to as "retirement".
Lesson 3. More Sources of Retirement IncomeSocial 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 IncomeThe 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 ExpensesTaxes 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 HealthNow 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 LifeRetirement 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 GoldAny 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-WorthMany 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 LiveRetirement 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 DreamsBy now you will have discovered that retirement is not a short period where you sit around waiting to die.
Additional Course Information
- Document Your Lifelong Learning Achievements
- Earn an Official Certificate Documenting Course Hours and CEUs
- Verify Your Certificate with a Unique Serial Number Online
Course Title: Retirement PlanningCourse Number: 8900064Languages: English - United States, Canada and other English speaking countriesCourse Type: How ToCEU 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 earnedAssessment Method: Lesson assignments and review examsInstructor: John ChouinardSyllabus: View SyllabusDuration: Continuous: Enroll anytime!Requirements: View Technical RequirementsCourse Fee: $50.00 (no CEU Certification) || with CEU Certification: $75.00
- View and Share Your Certificate Online or Download/Print as PDF
- Display Your Certificate on Your Resume and Promote Your Achievements Using Social Media
Learning OutcomesBy 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 Introduction Assignment 5 Lesson 1: Assignment 1 Assignment 20 Lesson One: The Plan for Retirement Exam 12 Lesson 2: Assignment 1 Assignment 30 Lesson Two: Investing Exam 11 Lesson 3: Assignment 1 Assignment 30 Lesson Three: More Sources of Retirement Income Exam 12 Lesson 4: Assignment 1 Assignment 25 Lesson Four: Other Sources of Retirement Income Exam 12 Lesson 5: Assignment 1 Assignment 20 Lesson Five: Unexpected or Unanticipated Expenses Exam 12 Lesson 6: Assignment 1 Assignment 20 Lesson Six: Investing In Health Exam 11 Lesson 7: Assignment 1 Assignment 25 Lesson Seven: Family Life Exam 12 Lesson 8: Assignment 1 Assignment 20 Lesson Eight: Silver and Gold Exam 12 Lesson 9: Assignment 1 Assignment 25 Lesson Nine: Developing Interests and Self-Worth Exam 12 Lesson 10: Assignment 1 Assignment 20 Lesson Ten: Where To Live Exam 12 Lesson 11: Assignment 1 Assignment 20 Lesson Eleven: How to Live the Life of Your Dreams Exam 12 The Final Exam: Retirement Planning Exam 540 Total Points: 930
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- "This course was best of best I have ever taken. I loved it. The instructor was excellent." -- James Y.
- "Excellent instructor...Always encouraging." -- Jane C.