When I'm 65 Program's Toolkit
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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
- Resource Categories
- Information
- Resource Type
- Book/E-Book, Booklet/Pamphlet, Downloadable resources, Online learning, Website
- Target Users
- Teacher, classroom or after school
- Grade Level
- Adult Consumer, 11th grade, 12th grade, College & young adult
- Languages
- English
- Order Phone Number
- 202-775-2113
- Jump$tart Standards
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- EI2 - Compare sources of personal income and compensation
- EI3 - Analyze factors that affect net income
- FDM1 - Recognize the responsibilities associated with personal financial decisions
- FDM8 - Use a personal financial plan
- I1 - Explain how investing may build wealth and help meet financial goals
- I2 - Evaluate investment alternatives
- SS1 - Develop a plan for spending and saving
- SS4 - Apply consumer skills to spending and saving decisions
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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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This slide set was developed as part of the When I’m 65 program and is designed to be used with the “Starting to Save for Retirement” booklet The content is designed to educate adults ages 25–40 who are just starting their careers and/or who are approaching their prime earning years.
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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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