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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.

The Retirement Planning Course 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.

Course Requirements

This course will not require you to have previous experience in any particular area but you should have a high school reading level. No books will be required.

Course Topics


  • Lesson One : The Plan for Retirement
  • Lesson Two: Investing
  • Lesson Three: More Sources of Retirement Income
  • Lesson Four: Other Sources of Retirement Income
  • Lesson Five: Unexpected or Unanticipated Expenses
  • Lesson Six: Investing In Health
  • Lesson Seven: Family Life
  • Lesson Eight: Silver and Gold
  • Lesson Nine: Developing Interests and Self-Worth
  • Lesson Ten: Where To Live
  • Lesson Eleven: How to Live the Life of Your Dreams

Course Materials

All course materials are provided in this class. There is no need to buy additional resources. A suggested reading list is provided as well as links to free published sources.

Grading Policy

Each lesson will include a written and practice assignment that will directly apply what you have learned.

A brief 25 pt. quiz will follow each lesson. Students will successfully complete this course with a 70% or higher grade.

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.

Assessment Guide

Assessment Points
An Introduction1
Lesson 1: Assignment 120
Lesson One: The Plan for Retirement12
Lesson 2: Assignment 130
Lesson Two: Investing11
Lesson 3: Assignment 130
Lesson Three: More Sources of Retirement Income12
Lesson 4 Assignment - Extra Sources of Income10
Lesson Four: Other Sources of Retirement Income12
Lesson 5: Assignment 120
Lesson Five: Unexpected or Unanticipated Expenses12
Lesson 6 Assignment: My Health Choices10
Lesson Six: Investing In Health11
Lesson Seven: Family Life11
Lesson 8: Assignment 120
Lesson Eight: Silver and Gold12
Lesson Nine: Developing Interests and Self-Worth12
Lesson 10 Assignment: My Living Arrangements10
Lesson Ten: Where To Live12
Lesson Eleven: How to Live the Life of Your Dreams12
The Final Exam: Retirement Planning540
Total Points:820

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