Course Overview:
Retirement Intelligence is a practical, research-based course designed to help individuals, whether retired or within 5–10 years of retirement, build a clear, actionable plan for life after work. The class blends financial planning, investment strategy, and advanced planning topics into a simple, structured framework that gives students clarity, confidence, and a roadmap to follow.
Course Details:
Delivery Format: Live online (via Zoom) + recorded sessions
Session Dates: October 6 & 13, 2026
Time: 6:00–7:30 PM MT
Duration: Two sessions, 1.5 hours each
Total Hours: 3 non-credit hours
Materials: Downloadable workbook, slide deck, planning worksheets
Format:
- Two live online sessions (1.5 hours each) via Zoom or Teams
- Downloadable workbook (print version coming soon!) + slide decks
- Fill-in-the-blank planning worksheets
- Access to full class recordings
Cost:
Course Fee: $199
Includes:
- Live instruction + recordings
- Workbook and planning tools
- Certificate of completion
During the course, participants will:
- Define what a "successful retirement" looks like for their unique goals
- Estimate retirement expenses (including Medicare, healthcare, and inflation)
- Understand Social Security timing, pension options, and withdrawal strategies
- Identify and close their retirement funding gap
- Mitigate sequence-of-returns risk with the 3-Bucket Strategy
- Plan for long-term care, charitable giving, and estate essentials
Learning Goals:
By the end of this course, participants will be able to:
- Calculate their expected retirement expenses and income sources
- Determine their retirement funding gap and create a plan to close it
- Apply the 3-Bucket Strategy to manage investment risk
- Optimize Social Security claiming and tax-efficient withdrawals
- Evaluate long-term care options and insurance needs
- Structure charitable giving and estate plans with confidence
