RETIREMENT INCOME PLANNING: PRE-RETIREMENT TO POST-RETIREMENT

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About Course

This comprehensive course provides a holistic approach to retirement income planning, covering the key principles, concepts, and strategies necessary for creating a sustainable income stream in retirement. The course addresses the complexities of retirement income planning, including investment planning, tax planning, healthcare planning, long-term care planning, estate planning, and risk management. Students will learn how to assess retirement income needs, develop a personalized retirement income plan, and implement and monitor the plan to achieve retirement goals. The course also explores biblical perspectives on retirement income planning, emphasizing the importance of stewardship, generosity, and wise financial management. By the end of the course, students will have a comprehensive understanding of retirement income planning and be equipped to create a personalized plan that aligns with their values and goals.

Course Objectives

  1. Understand the key principles and concepts of retirement income planning.
  2. Learn how to assess retirement income needs and develop a personalized retirement income plan.
  3. Understand the importance of investment, tax, and healthcare planning in retirement income planning.
  4. Develop strategies for managing retirement income risk and creating a sustainable income stream in retirement.
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What Will You Learn?

  • 1. Students will understand the importance of retirement income planning.
  • 2. Students will be able to assess retirement income needs and develop a personalized retirement income plan.
  • 3. Students will understand investment, tax, and healthcare planning strategies for retirement income.
  • 4. Students will develop strategies for managing retirement income risk and creating a sustainable income stream in retirement.
  • 5. Students will understand biblical principles related to retirement income planning.

Course Content

Module 1: Introduction to Retirement Income Planning

  • Topic: Understanding Retirement Income Planning
  • Objective: To understand the key principles and concepts of retirement income
  • Objective: To understand the key principles and concepts of retirement income planning.
  • Learning Outcomes: Students will understand the importance of retirement income planning.
  • Biblical Text: Proverbs 21:5 – The importance of planning and diligence in achieving financial abundance, which is a key principle in retirement income planning.
  • Book Reading: Littell, D. (2020). Retirement income planning. Wiley. (Chapter 1)
  • Assignment: Create a personalized retirement income vision statement. Discuss the importance of retirement income planning.

Module 2: Assessing Retirement Income Needs

Module 3: Investment Planning for Retirement Income

Module 4: Tax Planning for Retirement Income

Module 5: Healthcare Planning for Retirement Income

Module 6: Retirement Income Planning Strategies

Module 7: Managing Retirement Income Risk

Module 8: Retirement Income Planning for Small Business Owners

Module 9: Retirement Income Planning for Women

Module 10: Retirement Income Planning for Couples

Module 11: Managing Retirement Income in Retirement

Module 12: Retirement Income Planning in a Changing Economy

Module 13: Long-Term Care Planning in Retirement Income Planning

Module 14: Estate Planning in Retirement Income Planning

Module 15: Biblical Perspectives on Retirement Income Planning

Module 16: Final Project Presentations

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