Protect Your Future:
Safeguard Your Savings
and Health in Retirement

Take control of your retirement income strategy in Quarter 3 by learning how to make your savings last and prepare for one of the biggest expenses in retirement: healthcare. This quarter focuses on creating a sustainable income plan, understanding how Social Security decisions can impact your retirement, and planning ahead for Medicare, long-term care, and future medical costs.

Topics Covered:

• Don’t Outlive Your Savings — Make Your Money Last a Lifetime
Learn why longevity risk is one of the biggest concerns in retirement and how to plan for income that can support you throughout your lifetime. Explore sustainable withdrawal strategies, diversified investments, contingency planning, and the basics of Social Security claiming decisions. Build a long-term income plan designed to help you maintain financial stability through every stage of retirement.

• Planning for Healthcare Costs in Retirement — Medicare and More
Understand why healthcare should be budgeted as a major retirement expense and how to prepare for costs that may not be fully covered. Learn the basics of Medicare Parts A, B, and D, along with options such as Medigap or Medicare Advantage. Explore how HSAs, long-term care planning, preventive health, savings, insurance, and home equity can all play a role in helping you manage future healthcare expenses.

This course is available online anytime, giving you the flexibility to learn at your own pace while building a stronger, more secure retirement plan.