Retirement Course
This course equips participants with essential knowledge and skills for advising older adults on retirement benefits, including Social Security, Medicare, and income management strategies to ensure informed and confident decision-making.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
This Retirement Course provides clear, practical advice to assist older adults in making informed choices about Social Security, Medicare, and limited retirement income. You will learn claiming rules, benefit calculations, and Medicare enrolment, as well as how to explain options in simple terms, create realistic action plans, link clients to reliable community resources, and support low-asset households confidently.
Elevify advantages
Develop skills
- Social Security timing: quickly identify optimal claiming ages for each client.
- Medicare basics: explain Parts A–D and low-income assistance in clear, simple language.
- Culturally competent counselling: guide diverse older adults with respect and care.
- Practical retirement planning: build short, realistic income and action plans quickly.
- Benefits navigation: connect clients to SSI, SNAP, housing, and local support.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workloadWhat our students say
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