Course curriculum

  • 1

    Introduction: HUB's Retirement Initiative

    • The Hub Retirement Program

    • What problems are we trying to solve?

    • What are your opportunities?

    • The challenges for Plan Sponsors

    • intro for Plan Members

    • Understanding the Plan Member

    • What did you take away from our introduction?

    • Your Train-the-trainer workbook
  • 2

    1. Understanding Today's Retirement

    • Musical introduction

    • Becoming the "Modern Elder"

    • dreams don't die

    • How much do you know about retirement and aging?

    • Exercise: Who am I?

    • Your vision for the future

    • dreaming drawing

    • Vision and Values exercises

    • exercise: Your locus of control entering retirement

    • Taking control of your life

    • Music intro: Yes, we are getting older!

    • Getting older...

    • Healthy Aging

    • Book excerpt: Your Hardy Personality

    • The Hardy Personality

    • Book excerpt: What is retirement happiness?

    • PERMA and life engagement

    • Exercises: PERMA and LIFE ENGAGEMENT

    • How easy will it be to retire from work?

    • Exercise:Building a work plan for the future

    • Your Social Network in Retirement

    • Your family

    • About Schmidt

    • Retirement and your spouse or partner

    • 2.Some tips for couples entering retirement

    • 3. Life on your own

    • Exercise: Your relationships

    • The need for balance in life and leisure

    • EXERCISE: Building your balanced leisure time

    • Your travel plans in retirement

    • Your Bucket List

    • Your home is your castle

    • Exercise: Your home in retirement

    • Financial comfort in retirement

    • Financial comfort--sleeping at night

    • Your Retirement Readiness Profile

    • Using the HUB approach to retirement planning to loving your life

    • Here is to a happy retirement!
  • 3

    The role the 'money' plays in retirement

    • Copy of Musical introduction

    • How much money do you have?

    • An introduction to financial issues in retirement

    • 1. How much will you need?

    • 1. What are your sources of income and how will you spend it?

    • 2. Invest wisely

    • 3. Protect your nest egg

    • The most common behavioral biases for retirees

    • A closer look at Bias

    • Making a Financial Plan for Your Future

    • Five keys to financial comfort

    • Book excerpt: Planning financially for the future
  • 4

    4. Developing new business with the HUB Retirement Initiative

    • sales 101

    • Untitled quiz

    • opening the conversation

    • Issues for Plan Sponsors music intro

    • Your focus on a potential Plan Sponsor

    • HUB and the Sponsor working together

    • An example of a HUB Presentation