When I'm 65 Program's Toolkit
- Free
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WHEN I'M 65 TOOLKIT offers booklets, action guides, facilitator slides, and videos to help individuals learn to fund their financial future regardless of their age or stage in life. This multi-year engagement program utilizes screenings of the documentary to stimulate discussions and online activity to encourage active learning.
- Provider
- Investor Protection Trust
- Author
- Investor Protection Trust and Investor Protection Institute (aka IPT and IPI)
- Price
- Free
- Published / Released Year
- 2018
- Format and Delivery
- Online Accessible, Online Use/Online Learning
- Resource Type
- Comprehensive Curricula, Programs, Systems, Courses.
- Target Audience
- High School, College/Postsecondary, Adult
- Languages
- English
- Contact Information
- 202-775-2113
- Jump$tart Standards
- Yes
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RAMP UP SAVINGS FOR RETIREMENT is an Action Guide from the "When I'm 65" program about 5 key steps: Boost savings to supercharge growth, Reassess investments based on timeline and risk tolerance, Get dependable financial advice, Plan for Social Security, and Determine when to retire. Videos and Facilitator Slides also available.
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GETTING CLOSER TO RETIREMENT is an Action Guide from the "When I'm 65" program. It covers 6 key steps: Shift investing and withdrawal strategies, Get trustworthy advice, Plan for Social Security and Medicare, Understand annuities, Get value from your home equity, and Explore a phased retirement. Videos and Facilitator slides are also available.
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BUILD YOUR FUTURE PORTFOLIO BY CHOOSING INVESTMENTS WISELY is a 3:26 minute video from the "When I'm 65" program. It discusses the importance of diversifying your portfolio, how risk tolerance changes as you age, and how fund fees can effect your investment decisions. Booklets, Action Guides and Facilitator Guides also available.
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STARTING TO SAVE FOR RETIREMENT is an Action Guide that explores 4 key steps: Start saving what you can today to give your money time to grow, Learn about retirement savings options, Choose investments based on your timeline and risk tolerance, and Select a financial advisor. Videos and Facilitator Slides also available.
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