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University of Idaho Extension

 

Physical Address:
E. J. Iddings Agricultural Science Laboratory
Room 52
606 S Rayburn St.
Moscow, ID

Mailing Address:
University of Idaho Extension
875 Perimeter Drive MS 2338
Moscow, ID 83844-2338

Phone: 208-885-5883

Fax: 208-885-6654

Email: extension@uidaho.edu

Google Maps

Barbara Petty

Email: extdir@uidaho.edu

UI Extension Publications and Multimedia Catalog

CD-ROM

Retirement Ready?




Product Details
Order #: 1507
Pub. Date: 2010
CD 1507

ORDER NOW >>

Price: $45.00

This retirement-planning curriculum is aimed at mid-life and older adults who are concerned with the financial and the nonfinancial aspects of their approaching retirements. In five group lessons, participants will learn how to:

  • Plan for their financial security
  • Enhance their health and well-being as they age
  • Increase engagement with life during their later years

The curriculum CD comes with what you need to advertise, teach, and evaluate five 1- to 1 1/2-hour lessons or three lessons of about 2.5 hours each:

  • Teaching outlines
  • PowerPoint slide shows with teaching notes
  • Activities to encourage and involve your participants
  • Fact sheets and worksheets to photocopy
  • Advertising materials for you to customize
  • Post-seminar evaluations to help you document your impact

Written by family finance educators, all the lessons have been successfully tested with urban and rural audiences.

Lesson 1: It's More Than Money: Add Life to Your Years

  • Determining life expectancy
  • Nutrition for older adults
  • Physical activity-importance and types
  • Maintaining mental acuity

Lesson 2: It's More Than Money: Engagement with Life

  • Time use during retirement
  • Social networks, productive activities, creativity and play, lifelong learning
  • Case studies exemplifying engagement during retirement
  • Setting retirement goals

Lesson 3: Crunching the Numbers

  • Income and savings needed for retirement
  • Determining your retirement resources
  • Late-saver strategies
  • 'Stepping down' expectations

Lesson 4: Taking (Some of) the Mystery Out of Investing

  • Risk tolerance
  • Types of investing accounts
  • Dollar-cost averaging
  • Annuities

Lesson 5: Selecting a Financial Advisor

  • Defining your advisor needs
  • Types of advisors
  • Advisor regulators
  • Shopping for an advisor

Retirement Ready? Course Summary

  • A Jeopardy-style game

Authors: Marilyn Bischoff, Luke Erickson, Lyle Hansen, Beverly Healy, Marsha Lockard

University of Idaho Extension

 

Physical Address:
E. J. Iddings Agricultural Science Laboratory
Room 52
606 S Rayburn St.
Moscow, ID

Mailing Address:
University of Idaho Extension
875 Perimeter Drive MS 2338
Moscow, ID 83844-2338

Phone: 208-885-5883

Fax: 208-885-6654

Email: extension@uidaho.edu

Google Maps

Barbara Petty

Email: extdir@uidaho.edu