Post Recession Strategies for Boomer RetirementCode: 16-BOOMREC

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Course Details

53 pages
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.


Learning Objectives
Upon completing this course, you will be able to:

  • Identify major 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 progress through the second half of life
  • Recognize the changes to the workplace, market, and service sector instituted by the surge of older Americans in our culture.
  • Presentation Method: QAS Self-Study

    Category: Specialized Knowledge and Applications

    CPE credit: 1 Hour

    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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