Cart empty

Fast, Easy and Affordable Continuing Education for Accountants!

Our Amazing Sales & Support: 888-398-8540

Avoiding Boomer Bust - 3 CPE Credit Hours

Email
The purpose of this course is to inform the reader of the key issues facing baby boomers as they move toward retirement age. It describes experts’ views on the multiple causes of an impending financial squeeze for boomers hoping to enjoy retirement as well as provides a snapshot for how boomers can effect positive trends for housing, work issues, retirement benefits, estate planning and asset protection, and healthcare.
$8.95
Download

avoiding_boomer_bust_fe_na.pdf
Price: No additional charge

Instant Download!
Manufacturer: McClain
Delivery Method: Online Interactive Self Study
 
Level: Overview
 
Prerequisites: None
 
Recommended Credits: 3 CPE Hours 
 
Advanced Preparation: None
 
Author: Colleen Neuharth McClain
 
Category: Financial Planning
 
Publication Date: 05/25/2012
 

Objectives:

  • Consider the educational, financial, and emotional aspects of the “typical” boomer in their planning for a productive and stable second half of life;
  • Understand the changes to the concept of careers and lifestyle brought about by women’s entrance and ascension in the American workforce;
  • Plan for the revised needs and priorities of boomers as they prepare for the second half of life; and
  • Anticipate the changes to the workplace, market, and service sector instituted by the surge of older Americans in our culture.
  • Act to correct bad savings habits;
  • Analyze how the higher retirement age for full Social Security benefits and less secure retirement plan benefits affect the success of boomers’ retirement;
  • Factor in housing prices and costs and expected healthcare costs in calculating retirement financial needs; and
  • Anticipate how the country’s national debt and annual budget deficit, paired with boomers’ growing personal debt, may put retirement security at risk.
  • Compare housing options to accommodate boomers as they age;
  • Contrast the advantages of entrepreneurship, second careers, and volunteerism against the traditional full retirement economics and lifestyle;
  • Understand the regulations for and tax consequences of benefit payouts from retirement plans;
  • Initiate estate planning and select options to maximize asset protection; and
  • Distinguish among supplemental health plans and prepare for a trusted individual to act according to the patient’s wishes during a health crisis.
 
Complaints: 888-479-4574 / complaints@onlineaccountingcpe.com

Reviews

There are yet no reviews for this product.
The 7 Irrefutable Rules of Small Business Growth - 20 CPE Credit Hours
$59.95
NOT AN ONLINE COURSE! NOT TEXAS COMPLIANT. PLEASE SEE DETAILS. Starting a small business and making it a success isn’t easy. In fact, most small business owners don’t get rich and many fail. This book presents the straight truth on small business success.
Social Security Medicare & Government Pensions - 20 CPE Credit Hours
$59.95
NOT AN ONLINE COURSE! NOT TEXAS COMPLIANT. PLEASE SEE DETAILS. Everyone wants to get the highest possible retirement and pension income – not to mention the best medical coverage. Turn to the completely updated 17th edition of Social Security, Medicare & Government Pensions to discover the benefits you're entitled to
Fraud 101 - 20 CPE Credit Hours
$59.95
NOT AN ONLINE COURSE! NOT TEXAS COMPLIANT. PLEASE SEE DETAILS. Fraud 101, Third Edition serves as an enlightening tool for you, whether you are a business owner or manager, an accountant, auditor or college student who needs to learn about the nature of fraud. In this invaluable guide, you will discover and better un
Bookkeeping for Nonprofits - 20 CPE Credit Hours
$59.95
NOT AN ONLINE COURSE! NOT TEXAS COMPLIANT. PLEASE SEE DETAILS. Bookkeeping for Nonprofits is a hands-on guide that offers nonprofit leaders, managers, and staff the tools they need to create and maintain a complete and accurate set of accounting records. This much-needed resource provides those with little or no book
$99 Unlimited CPE Subscription
$99.00
Our $99 Unlimited CPE Subscription includes 365 Days of Online access to all of the Accounting CPE Credits you need. Subscribers can access discounted Ethics for less than $10/course!

Our CPE Is Accepted In:

 
Our CPE is currently accepted in: AL, AK, AZ, CA, CO, CT, DE, GA, ID, IN, IA, KY, ME, MD, MA, MI, MO, MT, NV, NH, NM, ND, PA, RI, TX, UT, VT, VA, WA, WI, WY

Testimonials

 
That was a quick and complete response to my inquiry!!!!! Thank you.
Roger CPA
 
 
Thank you for your quick response.  I can take unlimited courses for up to one year?  That means I can apply some of the courses for this year’s CPE deadline, and take additional courses after that toward my next period deadline!
Kathy CPA
 
 
Thank you very much. Appreciate your prompt response. Have a great day.
Linda CPA
 

Login Form

If you see "invalid token" please press ctrl+shift+R and then login again. (you can Click Here for an explanation)