Free online tutorials to help you prepare for retirement
Estimated Time: 30 minutes per tutorial
Our online tutorials mimic classroom-style learning as our instructor guides you through short online video lessons. Start, stop, and learn at your own pace.
Our online tutorials cover the following topics:
- Retirement Planning
- Social Security
- Retiree Beware
- Life in Retirement
Learn more about each tutorial below.
Tutorial Details: 7 lessons, 30 minutes
Our 7 Personal Decision Points retirement planning tutorial covers the critical decisions you need to consider when transitioning to retirement. It addresses questions like:
- When can I retire?
- How much money do I need?
- Do I have the right investments?
- What about taxes and my estate?
We like to think of it as a retirement checklist and believe it is an essential first step in the retirement planning process.
Tutorial Details: 5 lessons, 25 minutes
Social Security, an essential part of your retirement preparation, has become increasingly complex. This tutorial will simplify Social Security by addressing the most common questions retirees have:
- When should I file?
- How do I properly mix it in with my other income sources?
- How does Social Security impact taxes?
Tutorial Details: 6 lessons, 20 minutes
With retirement becoming increasingly complex, Baby Boomers need to be aware of the products, promises and people that may not have their best interests in mind. This tutorial addresses:
- Non-traded REITS
- Permanent Life Insurance
- Fear-based Marketing
Life in Retirement
Tutorial Details: 4 lessons, 15 minutes
With longer lifespans, rapid innovations in technology, and a shifting perspective about the idea of life after work, today’s retirement is unlike that of any generation in history. This tutorial introduces Allworth Financial's Future Framework, a new approach to understanding what the happiest retirees have done to retire well:
- Health & Wellness