Retirement Course
This course equips participants with essential knowledge and skills to guide older adults through retirement planning, focusing on Social Security, Medicare, and community resources.

from 4 to 360h flexible workload
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 earnings. You will learn the rules for claiming benefits, how to calculate them, and the process for enrolling in Medicare. Additionally, discover how to explain these options using simple language, create practical action plans, link clients to reliable community services, and confidently support households with few assets.
Elevify advantages
Develop skills
- Social Security timing: quickly identify the best ages to claim for each client.
- Medicare basics: explain Parts A–D and assistance for low-income people in straightforward, simple terms.
- Culturally sensitive counselling: guide older adults from diverse backgrounds with respect and empathy.
- Practical retirement planning: quickly develop short, realistic plans for income and actions.
- Benefits navigation: link clients to SSI, SNAP, housing assistance, and local support services.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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