The United States has an increasingly aging population including
baby boomers age 50 to 68 (in 2014). Older adults face unique financial
planning challenges. These include making irrevocable decisions about claiming Social
Security benefits, selecting Medicare supplement health insurance and long-term
care insurance, selecting income-based investments (e.g., annuities), making
sustainable retirement asset withdrawals, and calculating required minimum
distributions (RMDs) due on tax-deferred savings plans such as traditional IRAs
and the Thrift Savings Plan (TSP). 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. Topics that will
be covered in the webinar include:
financial errors of older adults
about older adult finances
later life financial characteristics and required decisions
key later life financial planning topics (e.g., creating a retirement
“paycheck,” required minimum distributions, untitled property transfers, and
leaving a legacy)
finance resources for older adults and financial practitioners
Participant interaction will include discussing workable
financial planning strategies for older adults, older client errors and “blind
spots,” older client success stories, and more.
1.5 CEUs available for AFC-credentialed participants. More information about this process is available here.
For information on how to join this webinar, click here.
Speaker Dr. Barbara O’Neill
, financial resource management specialist for Rutgers Cooperative Extension, has been a professor, financial educator, and author for 35 years. She has written over 1,500 consumer newspaper articles and over 125 articles for academic journals, conference proceedings, and other professional publications. She is a certified financial planner (CFP®), chartered retirement planning counselor (CRPC®), accredited financial counselor (AFC), certified housing counselor (CHC), and certified financial educator (CFEd). Dr. O’Neill served as president of the Association for Financial Counseling and Planning Education and is the author of two trade books, Saving on a Shoestring
andInvesting on a Shoestring
, and co-author of Investing For Your Future
,Money Talk: A Financial Guide for Women
, and Small Steps to Health and Wealth.
She earned a Ph.D. in family financial management from Virginia Tech and received over three dozen awards for professional achievements and over $900,000 in funding for financial education programs and research.
This Cover photo image the romanian mob
by Jon Rawlinson for this webinar is licensed Creative Commons