The three multi-media tutorials aim to encourage participants to plan for retirement. They are
- Setting Goals, which helps participants consider elements that will factor into a retirement plan, including timeframe, desired lifestyle, income and expenses
- Creating a Plan, which examines how employer sponsored retirement plans can assist in retirement planning, and
- Investing for Retirement, which explains fundamental investing concepts
The new tutorial also defines key investment terms and examines various asset classes, likening investing in mutual funds to shopping in a grocery store. For example, the tutorial compares a growth fund to a vintage bottle of wine, explaining that an investor pays a premium for the fund, which has the potential to increase value over time.
In addition, the lesson encourages investors to think about a balanced fund as a TV dinner, which provides a portion of various asset classes needed to complete the “meal”.
The tutorials adopt the principles of Multiple Intelligences, which identify several intrinsic learning styles, including linguistic, intrapersonal, spatial, and logical-mathematical.