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
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
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
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
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
- 200+ pages
- Instructions on each of the 5 pillars
- Helpful worksheets
- Decision guides
Family Meeting
- Inform family members about your retirement plan
- Inform agents about their roles and your wishes
Roadmap View (Rajiv Nagaich)
- One-on-one session with an elder law attorney
- Review your LifePlanning Roadmap
- Get all your questions answered
Store & Share Your Plan
- 1 year access to the LifePlan Organizer
- 24/7 access for your agents
- Secure storage for documents and instructions
Legal Document Creation
- All documents are customized based on YOUR LifePlan
- Wills
- Safe Harbor Trusts
- Deeds
- Financial & Healthcare POA
- Living Will
- Mental Health Advance Directive
- Beneficiary Change Instructions
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