Looking to bring the Thinking Ahead Roadmap to your community? We've made it easy to hold workshops on advance financial care planning with aging adults. Workshops can be led by members of faith-based organizations, senior centers, law practices, financial planning firms, healthcare organizations, and more. To make things simple, we've developed presentation slides, worksheets, and handouts to create a lively learning experience that encourages active participation and group interaction.
The full Thinking Ahead Roadmap materials can be covered in a half-day workshop or in three 1-hour sessions. The full course includes facilitator-led group discussions, peer-to-peer conversations, and individual worksheets that participants can use to personalize their planning.
For presenters and audiences short on time, we've developed a 1-hour mini course that focuses on the first planning steps that will motivate participants to get a head start and follow through on their own.
Instructions for presenters
Use this instruction sheet as a guide to holding a Thinking Ahead Roadmap workshop in your community.
PowerPoint presentations for presenters
These presentation slides are intended for workshop facilitators. Presentation instructions are provided in the "Notes" section of the slides. The slides and notes serve as your script, making delivery easy and stress-free.
Full Thinking Ahead Roadmap Workshop PowerPoint Presentation - approximately 3 hours
Thinking Ahead Roadmap mini course - approximately 1 hour
Worksheets for participants
These worksheets help participants develop their personalized financial care plans. During the workshop, you'll have time for participants to complete each of these worksheets as a solo activity.
Picking Your Financial Advocate
Planning Your Conversation: The Four "Ws"
Financial Values Quiz
Developing Your Early Warning System
Slide handouts for participants
These PDF copies of the full workshop and mini course PowerPoint presentations can be shared directly with participants.
Full Workshop Slides for Participants
Mini Course Slides for Participants