Post Recession Strategies for Boomer RetirementCode: 16-BOOMREC
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Course description and objectives:
Chapter 1 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 chapter explores the possible—perhaps even probable—financial and lifestyle shortfalls boomers may encounter. The causes of the boomers’ dilemma, which are explored in Chapter 2—are many, and the approaches to prevent financial, emotional, and personal trauma will not be simple; Chapter 3 outlines the creative strategies this forceful generation will devise to deal with this first-ever long-lived, massive cohort. The Planning Resources at the end of each chapter offer helpful websites and other sources of information vital for forging ahead with the second half of life.
Upon completing this course, you will be able to:
Presentation Method: QAS Self-Study
Category: Specialized Knowledge and Applications
CPE credit: 1 Hour
Program Level: Update
Advance Preparation: None
Exam expiration date: Participants must submit exams for grading within one year from the date of purchase
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