Describe housing alternatives, including age-restricted housing and life-care communities

List the factors to consider when a client decides to retire out of state

Review ways to use the home as a financial asset

Identify benefits that are included and excluded under Medicare

Identify the solutions to the pre-Medicare/postretirement health care gap

List and explain the characteristics of long-term care insurance policies

Identify the types of documents that individuals can use to control their own medical care after they become unable to make decisions for themselves

Social Security

Identify workers who are and those who are not covered by the Social Security system

Understand the breadth of coverage that Social Security provides concerning the retirement security of Americans