Aging Options

LIMITED TIME OFFER: First Academy Lesson is Free

Introducing the AO Professional Learning Roadmap

Learn how to use the LifePlanning retirement planning system to help your clients avoid the most common retirement nightmares:
Forced into institutional care after a health crisis
Losing assets to uncovered long-term care costs
Becoming a burden on loved ones

Level I

Introduction to LifePlanning

Discover the Opportunity


1 hour

Available on demand
Open to all professionals
1 hour free CE/CLE credit available


Level II

LifePlanning Fundamentals Workshop

Become an AO Trained Professional

Online + Live Workshop

16 hours

6 two-hour consumer modules (on demand)
1 four-hour professional module (live)
16 hours CE/CLE credits available


What Professionals Say

What do professionals in the legal, healthcare, and financial industries think of the LifePlanning approach to retirement planning?

Start Learning about LifePlanning Today!

Be the professional who brings coordinated, comprehensive, and multi-disciplinary retirement planning to your clients. They’ll thank you for it!
Your Cart is empty!

It looks like you haven't added any items to your cart yet.

Browse Products
Powered by Caddy
Skip to content