Financial Planning for the Second Half of Life

Date: September 23, 2014
Time: 11 a.m.
Location: Webinar
Contact: Sarah Carter, 586-469-6097,

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

To further assist you, learn more about your own financial health by taking the survey at to get your financial health score today! It’s confidential and your answers never connect back to your name. This survey can help you evaluate your current financial situation, provide ideas on how you may improve your financial health, and connect you to resources in your local community.

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