The Live Online LifePlanning Workshop
September 18 - 22, 2023
6:00 - 8:00 p.m. Pacific
5 Day Workshop
+Plus - All your legal documents
$7495
($1500 for workshop only)
Create the blueprint for your retirement success in a live virtual classroom, then roll
into 1-on-1 sessions to create all your necessary legal documents.
This package not only represents a savings of over $10,000 over traditional legal document preparation - but also secures your retirement future so you can avoid ending up in
a nursing home, running out of money due to medical expenses, and end up being
a burden on your loved ones.
Build Your LifePlan in less than 1 Week!
AgingOptions helps you build the retirement of your dreams - one where you live where you want (even if your health fails) without going broke and without burdening your family. This LifePlanning workshop is the most powerful way to ensure you can live out the retirement of your dreams.
In this hands-on course, you will be led by Rajiv Nagaich in a step by step fashion through creating your full spectrum retirement plan addressing each of the five pillars of retirement - Health, Housing, Financial, Legal and Family.
Module 1: Introduction & Health Pillar
The best way to avoid institutional care is to stay healthy. This module offers a closer look at why traditional retirement planning advice delivers such poor results, then offers a unique approach to planning for health in the retirement years.
Topics Covered
Traditional retirement planning vs LifePlanning
How the LifePlanning process works
Creating the LifePlan Blueprint
Documenting your preferences
Developing healthy habits, including eating right, exercising, and socializing
How selecting the right medical team can lower the risk of needing home health and home care services by 40%
Finding services inside (and outside) the insurance system
Finding services outside the insurance system
What to look for in a health plan
Documenting your health plan
Module 2: Housing Pillar
In this module, you will learn how to increase the odds of being able to live out your retirement years at home from 30% to 80% without running out of money or forcing your loved ones to become your unpaid caregivers.
Topics Covered
Defining “home”
Residential housing options
Requirements for aging in a private residence
Private residence options
Retirement community options
The role of family in your housing decision
How to choose a housing option
Documenting your housing preferences
Module 3: Financial Pillar
It's not the size of the nest egg that matters, it's the plan for using it. In this module, you will learn how to create a plan for the way your money is used to reach your goals. You will also learn how to organize your affairs so your family and agents won’t be burdened by the tasks they are expected to perform.
Topics Covered
Creating a financial dashboard
Choosing a financial planner
Working with a financial planner
Using the financial dashboard to make decisions
Paying for long-term care, including private pay, reverse mortgages, long-term care insurance, and public benefits
Understanding the financial burdens on agents
How to assemble a resource team to ease burdens
Documenting your financial plans
Module 4: Legal Pillar
Module 4 explains how to prepare legal documents that offer key protections for your retirement plan while minimizing burdens on your agents.
Module 5 explains how to develop a meaningful checklist of issues to discuss with your family to bring clarity to their roles while avoiding unnecessary burdens. This is guidance you won't find anywhere else! Then, learn how to bring everything together as your LifePlanning Blueprint takes shape.
Topics Covered
Wills vs Trusts
Safe Harbor Trusts
Protecting the interests of surviving spouses and heirs
Protecting assets from long-term care costs, estate taxes, and bad actors
Choosing fiduciaries
Creating legal documents that read like manuals of instruction
Documenting legal plans
Module 5: Family Pillar & LifePlanning Blueprint
This module explains how to develop a meaningful checklist of issues to discuss with your family to bring clarity to their roles while avoiding unnecessary burdens. This is guidance you won't find anywhere else! Then, learn how to bring everything together as your LifePlanning Blueprint takes shape.
Topics Covered
Planning the family meeting
Conducting the family meeting
What to do after the family meeting
Documenting the family plan
Assemble the blueprint
Identifying next steps
Choosing professional resources
Implementing your decisions blueprint
Keeping everything up to date
Supercharge your plan to avoid the nursing home, avoid going broke, and avoid being a burden in retirement!
What You'll Get With The Workshop and
Legal Documents Package
Mater Your Future Workbook
Powerful book that walks you through all 5 pillars of LifePlanning
Build each section of your LifePlanning Roadmap
Roadmap Review Rajiv Nagaich
One-on-One session with an ElderLaw Attorney
Review your LifePlanning Roadmap
Get all your questions answered
Legal Document Creation
An EderLaw attorney will draft all your Wills, Safe Harbor Trusts, Deeds, Heath Care POA, Financial POA, Living Will, Handling of Remains, HIPAA, MHAD, and Beneficiary Change Instructions based on YOUR LifePlan
Family
Meeting
Inform each member of your family on your retirement plan
Inform each agent on their roles and your wishes
Store & Share Your Plan
1 year access to the LifePlan Organizer
Access for each of your agents to important documents and view detailed instructions
* Workshop only participants receive the workbook, a 1 on 1 session to answer questions and review your LifePlanning roadmap as well as the full training LifePlanning training.
What People Say about the Live Online LifePlanning Workshop
LifePlanning helped me address the gray areas in my retirement plan, the issues that my estate plan didn’t address, and my financial planner didn’t want talk about. I’m so grateful for this process!
Gillian, Life Planning Workshop Participant, 2021
This is so much more than legal planning. The workshop helps you to focus on everything you need to plan for, such as medical care, housing options, family issues, and financial planning, not just the will, medical directives, and financial power of attorney. Highly recommended!
Challis, Life Planning Workshop Participant, 2021
It’s worth the price of gold knowing that I won’t be burdening my children as I age.
Geoffrey, LifePlanning Workshop Participant – 2021
Rajiv shows you how the system really works and what you need to pull everything together for a safe and happy retirement.
Chandra Lewnau, Elder Law Attorney, Seattle, Washington
Finally! Rajiv Nagaich makes all the pieces of the overwhelming retirement puzzle fit together.
Randy Foley, client via Facebook