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15 Essential Financial Topics for Adults 50+

Family and Consumer Science (FACS) classes provide a great grounding for household budgets and personal finance – but it’s tough to think about retirement while you’re still in school. So we’re glad to see that American Association of Family and Consumer Sciences is offering some refresher classes for folks of all ages.

On Thursday they are hosting a webinar on strategies to plan for financial stability in the second half of your life.  Presented by Dr. Barbara O'Neill, CFCS, CPFFE, the webinar will address 15 essential financial topics for adults 50+.  If you have not had the opportunity to attend a presentation by Dr. O'Neill, this is one you don't want to miss!

Here is more information from their website:

Financial Planning for the Second Half of Your Life:  

15 Key Topics for Older Adults

Presented by Dr. Barbara O'Neill, CFCS, CPFFE

90-minute program

Thursday, March 14th at 4:00pm ET

Register Now! - $35 for AAFCS members ($50 for non-members)

Check out the Bundled Pricing Discount and save when you purchase 3 webinars together

Financial planning for those over 50 is very different from that of other age groups. For example:

  • Social Security-you must make irrevocable decisions starting at age 62.
  • Medicare supplemental insurance-you have choices to make.
  • Required Minimum Distribution-calculate correctly or face the highest penalties in the U.S. tax code.

From converting traditional IRAs to Roth IRAs, avoiding excess estate taxes, leaving a legacy gift, to creating a retirement "paycheck," there is much to learn as we age.  All of these topics will be covered in this webinar along with significant trends that will affect you:

  • Social Security is going completely online.  What does that mean for you?
  • New retirement income options are popping up. Are you aware of them?
  • Baby boomers are working longer and delaying retirement. How does this affect you?

This is perhaps the most critical time for personal finance education in our lives.  Register today.  In just 90 minutes, you will expand your knowledge on:

  • 15 essential financial topics anyone age 50+ needs to understand and address
  • The most common financial errors made by older adults
  • The required decisions that must be made at "milestone" ages
  • How to increase social security benefits by 8% per year
  • The health and wealth conundrum-the costs of living longer

Plus, you will receive dozens of personal finance resources that educators and consumers can turn to for additional information and tools such as retirement income calculators.

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