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Retirement Life Goal Planning

Life Goal Planning for your Members

The following video provides a brief overview of Life Goal Planning and the benefits of this service for your members. This is followed by a sample of the Do-it-Yourself Video and the workbook.  

Workshop Video Sample

Workbook Sample

The Life After Teaching Workbook is an excellent resource to use alongside the e-learning modules, or as a stand alone tool. The workbook is full of resources, including the experiences and advice from the 860 retired educators. You can sample the Introduction and Chapter 1, below.

Workbook Sample