RETIREMENT PLANNING COURSE
Introduction to the Course
Purpose
The purpose of this advanced presentation on personal finance is to provide the information necessary for you to create an educated retirement plan. Retirement goals should be an important part of everyone's financial plan. This lesson covers six chapters relating to various aspects of retirement planning. We hope that the skills learned in this course, when properly implemented, will provide a means by which you will enjoy financial security and stability for many years to come.
Please allocate between 45 minutes to an hour for each chapter reading, and an hour to watch the video. For those not doing the entire lesson in order, we recommend you first complete chapters 1 and 2, and then the remaining chapters in any order.
Lesson Manual
Click here for the free online manual for these lessons (PDF).
Videos
The video for each section can be found in its respective chapter.
Another Perspective on Wealth
Learning Outcomes
At the completion of this chapter, you will:
- Understand how to bring Christ more into your finances
- Understand our framework for learning
- Understand the implications of that learning framework
- Understand that "Life is Good"
Chapter Reading
Please read the chapter on "Another Perspective on Wealth" (PDF)
Slide Presentation
Please click here for the PowerPoint slide presentation (PPT) for this chapter or here for the PDF slides.
Class Summary
Please click here for the course summary
Video
Terminology
Please click here for the course terminology
Assignments
Here are the assignments for "Another Perspective on Wealth"
Tools
Personal Financial Plan Table of Contents
PFP Introduction Template
Additional Materials
The Why's What's and How's of Personal Finance - Sudweeks and Hill 2015
Retirement Planning 1: Basics
Learning Outcomes
There are five objectives for this section:
- Describe How Retirement Planning Fits into Your Personal Financial Plan
- Understand the Principles of Successful Retirement Planning
- Describe Payout Options Available at Retirement
- Explain the Steps of Successful Retirement Planning
- Understand One Method of Monitoring Your Retirement Planning Progress
Chapter Reading
Please read the chapter on "Retirement Planning 1: Basics" (PDF)
Slide Presentation
Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.
Class Summary
Please click here for the course summary
Video
Terminology
Please click here for the course terminology
Assignments
Here are the assignments for "Retirement Planning 1: Basics"
Tools
Retirement Planning Needs
Retirement Planning Ratio Forecasts
Retirement Planning 2: Social Security
Learning Outcomes
There are four objectives for this section:
- Understand how Social Security works
- Describe the benefits of the Social Security program
- Understand the key questions relating to Social Security
- Understand the likely future of Social Security
Chapter Reading
Please read the chapter on "Retirement Planning 2: Social Security" (PDF)
Slide Presentation
Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.
Class Summary
Please click here for the course summary
Video
Terminology
Please click here for the course terminology
Assignments
Here are the assignments for "Retirement Planning 2: Social Security"
Tools
Retirement Planning Needs
Retirement Planning Ratio Forecasts
Retirement Planning 3: Employer-Qualified Plans
Learning Outcomes
There are three objectives for this section:
- Explain Employer-Qualified Retirement Plans
- Explain Defined-Benefit Plans
- Explain Defined-Contribution Plans
Chapter Reading
Please read the chapter on "Retirement 3: Employer Qualified Plans" (PDF)
Slide Presentation
Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.
Class Summary
Please click here for the course summary
Video
Terminology
Please click here for the course terminology
Assignments
Here are the assignments for "Retirement 3: Employer Qualified Plans"
Tools
Retirement Planning Needs
Retirement Planning Ratio Forecasts
Roth versus Traditional: Which Is Better?
Retirement Planning 4: Individual and Small-Business Plans
Learning Outcomes
There are three objectives for this section:
- Describe Individual Retirement Accounts
- Explain When It Is Beneficial to Convert to a Roth IRA
- Describe Retirement Plans Designed for Small Businesses or Individuals Who Are Self-Employed
Chapter Reading
Please read the chapter on "Retirement 4: Individual and Small Business Plans" (PDF)
Slide Presentation
Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.
Class Summary
Please click here for the course summary
Video
Terminology
Please click here for the course terminology
Assignments
Here are the assignments for "Retirement 4: Individual and Small Business Plans"
Tools
Retirement Planning Needs
Retirement Planning Ratio Forecasts
Roth versus Traditional: Which Is Better?
Estate Planning Basics
Learning Outcomes
There are five objectives for this section:
- Understand the principles of proper estate planning
- Understand the Importance of Estate Planning and the goals of Estate Planning
- Understand the Estate-Planning process
- Understand how trusts can be used to your advantage in Estate Planning
- Understand the importance of Wills and Probate Planning
Chapter Reading
Please read the chapter on "Estate Planning Basics" (PDF)
Slide Presentation
Please click here for the PowerPoint slide presentation (PPT) for this chapter, or here for the slides as a PDF.
Class Summary
Please click here for the course summary
Video
Terminology
Please click here for the course terminology
Assignments
Here are the assignments for "Estate Planning Basics"
Tools