Retirement Course
This course equips participants with essential knowledge and skills to guide older adults through retirement decisions, covering Social Security, Medicare, and income planning while emphasizing clear communication and resource connection.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Retirement Course provides clear, practical guidance to assist older adults in making informed decisions about Social Security, Medicare, and limited retirement income. You will learn claiming rules, benefit calculations, and Medicare enrollment, as well as how to explain options in plain language, develop realistic action plans, link clients to trusted 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, plain language.
- Culturally competent counseling: 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 workload.What our students are saying
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