Aging Options Academy

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$300 Every 1 year
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The Comprehensive Retirement Planning Series

The Comprehensive Retirement Planning Series is organized into five pillars: Health, Housing, Financial, Legal, and Family. Instruction in each pillar contains expert-led courses, worksheets, resources, and explicit directions on how to avoid being forced into institutional care, avoid going broke paying for care, and avoid burdening loved ones. After completing this course, you will have a comprehensive LifePlan Blueprint that integrates your plans for health, housing, financial, legal, and family issues during your retirement years, and outlines what you need to do to bring your plan to life.

What's Included:

Rajiv Nagaich

Elder Law Attorney & Retirement Planning Coach

01 – Introduction to Retirement Planning

Traditional Retirement Planning vs LifePlanning

How the LifePlanning Process Works

02 – Create a Health Plan

Develop Healthy Habits – Eat Right

Develop Healthy Habits – Exercise

Develop Healthy Habits – Socialize

Gather the Right Medical Team – Understanding Geriatrics

Gather the Right Medical Team – Geriatric Care Options (Inside the Insurance System)

Gather the Right Medical Team – How to Find a Geriatric Care Provider (Inside the Insurance System)

Gather the Right Medical Team – How to Choose a Health Insurance Provider

Gather the Right Medical Team – Private Pay Options (Outside the Insurance System)

03 – Create a Housing Plan

Requirements for Aging in a Private Residence: Age Friendly Home

Requirements for Aging in a Private Residence: Age Friendly Neighborhood

Requirements for Aging in a Private Residence – Financial Resources

Requirements for Aging in a Private Residence – Family/Social Support

Life Plan Community Contract Options

04 – Create a Financial Plan

Paying for Long-Term Care – Private Pay

Paying for Long-Term Care – Hiring Caregivers Directly

Paying for Long-Term Care – Reverse Mortgage

Paying for Long-Term Care – Long-Term Care Insurance

Paying for Long-Term Care – Public Assistance (Medicaid)

Paying for Long-Term Care – Public Assistance (VA)

Paying for Long-Term Care – Tax Considerations

Minimize Financial Burdens – Introduction

Minimize Financial Burdens – Assemble Your Resource Team

Create a Financial Plan – Wrap Up