Have you already licensed the What Your Need to Know About Retirement Income employee workshop and need more workbooks? Packaged sets of 25 are available. You save when you buy more than one!
What customers say:"The worksheets in this course saved me time and money helping workshop participants implement what they learned."
Designed for: Advisors and Retirement Counselors to deliver course to Employees and Consumers
Available in these media formats:
Workbooks only available in print format.
Take a look inside: 
See an excerpt from the workbook participants receive during the workshop
Designed for the employer market, participants of the
"What You Need to Know About Managing Retirement Income" workshop identify and learn how to make informed decisions for managing retirement-specific risks, ideas for when to take Social Security, when and how to retire, and how to fill retirement income gaps.
With these workshop workbooks, participants create an actionable action plan using an interactive, hands-on course design that increases the application and retention of new skills.
Proven to save retirement counselors and advisors time and increase the productivity of one-on-one counseling sessions, these workbooks and the accompanying workshop are a must for retirement professionals who work with the middle-mass or mass-affluent retirement markets!
Here's what you'll gain:
Each pak contains 25 course workbooks
(see excerpt here) that include:
- Learning aides and worksheets to complete during the course or at home
- Individualized worksheets that break down the retirement income planning process:
- Identify your definition of retirement success
- Essential expense monthly planning worksheet
- Annual essential income gap planning worksheet
- Discretionary expense monthly planning worksheet
- Annual discretionary income gap planning worksheet
- Identification of retirement-specific risks worksheet
- Identification and prioritization of options to close income gaps
- Retirement income distribution preferences worksheets
- Captial gain and estate planning worksheet
- Estimate of Social Security Taxation worksheet
- Bright Ideas Action Plan for Retirement Income
See what others who have used this product are saying: Program attendees:
“The workbooks will serve as a valuable tool to assess my current economic status and how to work to make positive changes to increase a retirement savings program.”
"Really appreciate the take home information. The worksheets are very helpful. These items can be re-visited periodically during retirement."
Advisors / retirement counselors:
"Thanks for the terrific program! The evaluations from the maximum-attendance class were outstanding. There were many positive comments about your hands-on, easy to understand approach to personal financial planning, and the participants liked the reproducible forms and handouts."
"The workshops provided many useful strategies for retirement and income planning and you did an excellent job presenting the complex information in an easy to understand manner. We received many positive responses from employees who attended the seminars. Several indicated they are able to make more informed and responsible decisions regarding their retirement.
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
SKU: 04IRRCEERIMWrkbkPRINT11
