Financial Planning for the Second Half of Life
Date: September 23, 2014
Time: 11 a.m.
Contact: Sarah Carter, 586-469-6097, email@example.com
The United States has an increasingly aging population including baby boomers age 50 to 68 (in 2014). Older adults face unique financial planning challenges, including claiming Social Security benefits, selecting supplemental and long-term health insurance, selecting investments, making sustainable retirement withdrawals, and calculating required minimum distributions (RMDs) due on tax-deferred savings. This 90-minute webinar will “package” together 15 key later-life financial planning topics that older adults and the practitioners who serve them need to understand and address.
Participant interaction will include discussing workable financial planning strategies for older adults, older client errors and “blind spots,” older client success stories, and more. The webinar will be presented by Dr. Barbara O’Neill, financial resource management specialist of RutgersUniversity. For more information, please visit learn.extension.org/events/1653#.U6wkH4FdXfd.
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