Baby Boomer Retirement
Baby Boomer Retirement The Rules Have Changed
SUMMER
CLASSES STARTING SOON! Course Description
Why Now? 1. Wall Street’s “Lost Decade” has changed the lives of millions
Recent academic research from Boston College, The Wharton School of Business, and The University of Michigan (among others) detail a fundamental shift in retirement planning for the Baby Boomer Generation. This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Optimal Asset Allocation, Income Planning, Social Security Maximization, and the pitfalls to avoid. You will receive access to over 26 academic reports detailing the “New Rules of Thumb” as well as financial tools to help you better understand risk, taxes, budgeting, and estate planning.
Who Should Attend?
2. Recent research “re-defines” financial planning for retirement
• Individuals and couples between the ages of 50 and 70 that are looking for the answer to “What to do now?”
3. Global market instability and volatility necessitates action
• Those concerned about our financial markets & who want to prepare for the “next” recession
4. The basic financial rules of thumb have changed
• Baby Boomers looking for guidance based on academic research
Sessions will be held at: College of Dupage – Glen Ellyn Campus This is not a function of College of Dupage Glen Ellyn Campus
This course is being presented by Nick Sloane of Sloane Wealth Management. Nick Sloane is an authorized Richness of Life course presenter. Courses provided to presenters by the Richness of Life Institute are for educational purposes only. Sloane Wealth Management and Richness of Life Institute are not affiliated entities. Investment Advisory Services are offered through Wealth Financial Advisory Services, LLC, a Registered Investment Adviser. Insurance and other financial products are offered separately through appropriately licensed and appointed individuals.
Sloanmedi
SUMMER
CLASSES STARTING SOON! Course Description
Why Now? 1. Wall Street’s “Lost Decade” has changed the lives of millions
Recent academic research from Boston College, The Wharton School of Business, and The University of Michigan (among others) detail a fundamental shift in retirement planning for the Baby Boomer Generation. This course is designed as a comprehensive personal finance course for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as Optimal Asset Allocation, Income Planning, Social Security Maximization, and the pitfalls to avoid. You will receive access to over 26 academic reports detailing the “New Rules of Thumb” as well as financial tools to help you better understand risk, taxes, budgeting, and estate planning.
Who Should Attend?
2. Recent research “re-defines” financial planning for retirement
• Individuals and couples between the ages of 50 and 70 that are looking for the answer to “What to do now?”
3. Global market instability and volatility necessitates action
• Those concerned about our financial markets & who want to prepare for the “next” recession
4. The basic financial rules of thumb have changed
• Baby Boomers looking for guidance based on academic research
Sessions will be held at: College of Dupage – Glen Ellyn Campus This is not a function of College of Dupage Glen Ellyn Campus
This course is being presented by Nick Sloane of Sloane Wealth Management. Nick Sloane is an authorized Richness of Life course presenter. Courses provided to presenters by the Richness of Life Institute are for educational purposes only. Sloane Wealth Management and Richness of Life Institute are not affiliated entities. Investment Advisory Services are offered through Wealth Financial Advisory Services, LLC, a Registered Investment Adviser. Insurance and other financial products are offered separately through appropriately licensed and appointed individuals.
Sloanmedi
