Retirement Issues Course
Estate Planning: Retirement Issues
This course is for anyone who is interested in learning more about estate planning.
This is self-paced, Retirement Issues training course -- there are no books to purchase and no scheduled classes to attend.
Computer Online
Training Courses
Info and Order
- Explain the benefits covered by Social Security income
- Distinguish the different types of medical benefits available at retirement
- Examine the alternatives to appointing a guardian if the estate can no longer be managed
- Explain the functions of a living will and a health care power of attorney
- Define final wishes such as anatomical gifts and burial wishes in the estate plan
- Social Security
- What you can expect at Social Security time
- A beneficiary other than the covered worker
- Yes you're taxed on benefits
- Will Social Security be there for us?
- Other Retirement Benefits
- Medicare for your aches and pains
- Filling those gaps
- Good grief will Medicare be there?
- Long-term care insurance
- Medicaid these days
- No you can't give it away
- Preserving Your Assets
- Guardianship and why you wouldn't want it
- Durable power of attorney for finances
- Health-Related Issues
- Addressing your health care wishes
- Health care documents
- Instructional steps -- walk through a procedure
- Exercises -- try it out
- Notes - See additional information related to the topic in the text
- Tips - See a different, faster, or easier way of doing something
- Quick References - See a quick reference guide to the features introduced in a chapter
- Details - Display more detailed information related to the current topic
- Hotwords - See related information
- Navigation Bar - Maneuver easily through the courses
- Topics and Index -- with searching feature and hyper-links
- Printable Exercises - PDF downloadable files
- Sample Application Files - PDF downloadable files
- Skill Assessment - can be used for pre and post-testing -- tracking first try, best try and grade - if passed, green check mark will appear as 'mastered' - hyperlinks to units within the course to go back and re-take a certain unit again. Use as pre-test to determine which topics you want to focus on and to go directly into that unit.
200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 95, 98, NT, 2000, or XP. Internet Explorer 5.0 or higher required. Minimum Connection Speed: 28.8k. Authorware recommended but not required. JavaScript must be enabled. Netscape and AOL browsers not supported.
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