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Retirement Ready?

Product Details
Product Code: 6009
ECS 007
Pub. Date: 2010
Last Reviewed: 2015

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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


Related Categories

University of Idaho Extension


Physical Address:
E. J. Iddings Agricultural Science Laboratory, Room 10
606 S Rayburn St

Mailing Address:
875 Perimeter Drive MS 2332
Moscow, ID 83844-2332

Phone: 208-885-7982

Fax: 208-885-9046



Barbara Petty