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 pave the way for the retirement of your dreams.
In this hands-on course, you will be led by Rajiv Nagaich in a step-by-step fashion through the process of creating a comprehensive retirement plan that addresses all five pillars of retirement – Health, Housing, Financial, Legal and Family.

The Live Online LifePlanning Workshop

Create the blueprint for your retirement success in a live virtual classroom, then roll
into one-on-one sessions to create all your necessary legal documents.

This package represents a savings of more than $10,000 over traditional legal document preparation. In addition, it secures your retirement future so you can avoid ending up in
a nursing home, avoid running out of money due to medical expenses, and avoid becoming a burden on your loved ones.

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

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
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
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
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 &
Legal Document Package

Master Your Future Workbook

Family Meeting

Roadmap View (Rajiv Nagaich)

Store & Share Your Plan

Legal Document Creation

* Workshop-Only participants receive the Master Your Future Workbook + a one-on-one session to answer questions and review the Life Planning Roadmap + the LifePlanning Workshop.

What People Say about the Live Online LifePlanning Workshop

Gillian

LifePlanning Workshop Participant

“LifePlanning helped me plan for the issues that my estate plan and my financial plan didn’t address. I’m so grateful for this process!”

Challis

LifePlanning Workshop Participant

"This is so much more than legal planning. The workshop helps you to focus on everything you need to plan for. Highly recommended!"

Geoffrey

LifePlanning Workshop Participant

“It’s worth the price of gold knowing that I won’t be burdening my children as I age. This workshop is for everyone.”

Chandra

Elder Law Attorney, Washington State

“Rajiv shows you how the system really works and what you need to pull everything together for a safe and happy retirement."

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