Avoiding Boomer Bust: Effective Life Planning for American Baby BoomersCode: 16-BOOMER

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Course Details

50 pages
Course description and objectives:

This course sketches a profile of the generation represented by Americans born from 1946 through 1964: baby boomers. After an overview of how today's middle-aged Americans are changing the stereotypes of the work world, personal lifestyles, and family home life, this course explores the possible-perhaps even probable-financial and lifestyle shortfalls boomers may encounter.

Course Objectives:

After reading the materials, participants will be able to:

  • List the educational, financial, and emotional aspects of the typical boomer in their planning for a productive and stable second half of life;
  • Recognize the changes to the concept of careers and lifestyle brought about by women's entrance and ascension in the American workforce;
  • Recognize the revised needs and priorities of boomers as they prepare for the second half of life; and
  • Recognize the changes to the workplace, market, and service sector instituted by the surge of older Americans in our culture.
  • Recognize how the higher retirement age for full Social Security benefits and less secure retirement plan benefits affect the success of boomers retirement; and
  • Recognize what must be factored when calculating retirement financial needs.
  • Recognize the advantages of entrepreneurship, second careers, and volunteerism against the traditional full retirement economics and lifestyle; and
  • Recognize the regulations for and tax consequences of benefit payouts from retirement plans.

    Presentation Method: QAS Self-Study

    Category: Personal Development

    CPE credit: 2 Hours

    Program Level: Update

    Prerequisites: None

    Advance Preparation: None

    Exam expiration date: Participants must submit exams for grading within one year from the date of purchase

    For more information regarding refunds, complaints, or cancellation policies, please contact our offices at 817-477-0222.

    American CPE, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors at their website, www.learningmarket.org

    NASBA Sponsor number 108096

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    Avoiding Boomer Bust: Effective Life Planning for Baby Boomers
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    07/07/2015
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    06/06/2015
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    04/28/2015
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    P.D. NC
    12/20/2014
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    J.G. PA
    07/31/2014
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