Hybrid Financial Strategies for Seniors
 
September 16 - September 20, 2024

The UnidosUS Learning Alliance (ULA) is currently registering counselors for the Hybrid Financial Strategies for Seniors Course. The training will begin on September 16-20, 2024.  The live training time are:

Facilitate 4 Days/11am-5pm ET

M/T/TH/Fr 

The class will be hosted virtually over four days and with live instruction from multiple trainers. Get all of the key content in 4.5-hour modules (with stretch breaks and lunchtime built in). A physical manual and an agenda will also be shipped directly to you to follow along in class. You will be informed when the book will be shipped to you. The hybrid class will be accessible from any computer, tablet, or smartphone with an internet connection via Blackboard Learn web application. Blackboard mobile is also available via Android and iOS.

Get the best parts of an in-person training, with the ease and safety of a LIVE online class.

This course is designed to educate counselors on the ways they can best support their senior clients in terms of education and resources. The areas of focus for this course are as follows:

1. The importance of Wills and Power-of-Attorneys

2. Transitioning to a fixed income

3. Pros & Cons of senior centers versus aging at home

4. Recognizing potential scams and what are general red flags

5. Home Safety

6. Educate clients on laws and resources to assist them

7. How to counsel/coach seniors

Our courses are designed to provide options to multiple types of learners in one setting. We provide a virtual class facilitated by an instructor, but the materials and exercises can be done through online distance learning. You will need to login at a certain time or complete assignments on a particular day, you can do this from work or home 24/7 within the scheduled dates of your course. The course manual can be downloaded and saved right to your desktop or you have 30 days from the course end date to log back in and review the materials.

For any questions regarding registration, please send an email to learning@unidosus.org.

Tuition: $500

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