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Online Class: Retirement Planning

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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.

  • Completely Online
  • Self-Paced
  • Instructor Feedback
  • 6 Months to Complete
  • 24/7 Availability
  • Start Anytime
  • PC & Mac Compatible
  • Android & iOS Friendly
  • Accredited CEUs
Universal Class is an IACET Accredited Provider

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Course Lessons

Average Lesson Rating: (366 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. 37 Total Points
  • Lesson 1 Video
  • Review 2 Articles: AARPs Tips for Financial Planning; Retire Happy
  • Take Poll: Are You Ready?
  • Complete Assignment: An Introduction
  • Complete: Lesson 1: Assignment 1
  • Complete Exam: Lesson One: The Plan for Retirement

Lesson 2. Investing

The last third of our lives can be spent in that state commonly referred to as "retirement". 41 Total Points
  • Lesson 2 Video
  • Review 2 Articles: Getting Closer...; Retirement Basics
  • Complete: Lesson 2: Assignment 1
  • Complete Exam: Lesson Two: Investing

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. 42 Total Points
  • Lesson 3 Video
  • Review 2 Articles: Retirement Income; Sources for Retirement Income
  • Complete: Lesson 3: Assignment 1
  • Complete Exam: Lesson Three: More Sources of Retirement Income

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. 37 Total Points
  • Lesson 4 Video
  • Review Article: All About Home Equity
  • Complete: Lesson 4: Assignment 1
  • Complete Exam: Lesson Four: Other Sources of Retirement Income

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. 32 Total Points
  • Lesson 5 Video
  • Review 2 Articles: Changing Your Portfolio; Dealing with the Unexpected
  • Complete: Lesson 5: Assignment 1
  • Complete Exam: Lesson Five: Unexpected or Unanticipated Expenses

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. 31 Total Points
  • Lesson 6 Video
  • Review Article: Live Long, Live Healthy
  • Complete: Lesson 6: Assignment 1
  • Complete Exam: Lesson Six: Investing In Health

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. 37 Total Points
  • Lesson 7 Video
  • Review Article: Understanding Retirement Issues
  • Complete: Lesson 7: Assignment 1
  • Complete Exam: Lesson Seven: Family Life

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. 32 Total Points
  • Lesson 8 Video
  • Complete: Lesson 8: Assignment 1
  • Complete Exam: Lesson Eight: Silver and Gold

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. 37 Total Points
  • Lesson 9 Video
  • Review 2 Articles: Personal Investments; Tips for Feel-Good Retirement Options
  • Complete: Lesson 9: Assignment 1
  • Complete Exam: Lesson Nine: Developing Interests and Self-Worth

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. 32 Total Points
  • Lesson 10 Video
  • Review 2 Articles: Blogging for Retirement; Options - Online Newsletter
  • Take Poll: Dream Locations
  • Complete: Lesson 10: Assignment 1
  • Complete Exam: Lesson Ten: Where To Live

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. 572 Total Points
  • Lesson 11 Video
  • Review Article: Secure Your Retirement
  • Take Poll: Aging Concerns
  • Take Survey: Program Evaluation Follow-up Survey (End of Course)
  • Complete: Lesson 11: Assignment 1
  • Complete Exam: Lesson Eleven: How to Live the Life of Your Dreams
  • Complete: The Final Exam: Retirement Planning
Total Course Points

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 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: $50.00 (no CEU Certification) || with CEU Certification: $75.00

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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.
  • Know unexpected or unanticipated expenses.
  • Know reason and methods for investing in health.
  • Describe family life.
  • Describe silver and gold in terms of investment.
  • Know developing interests and defining self-worth.
  • Know where to live.
  • Know the basic principles for living the life of your dreams, and
  • Demonstrate mastery of lesson content at levels of 70% or higher.

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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