Boomer or Bust : Navigating Retirement in Uncharted Waters

(WSP 164)

None of us wants to outlive our money. But how will you know with confidence when you can retire? Might you have to work longer? Save more? Invest more aggressively?

In coming decades, most of us will have to take far greater responsibility for creating retirement income than our parents’ generation did, and for longer. Costs for retirees are rising rapidly, yet pension and health benefits are shrinking as increased longevity and investment losses strain government and private pensions. Are you ready to navigate these treacherous waters?

This course will help you develop a framework for retirement planning. You will learn how to assess where you are, where you want to go, and the steps you can take now to get there. Topics to be addressed include: retirement plan accumulation and distribution strategies, Social Security, Medicare, cash flow analysis, investment selection, insurance and annuities, long-term care, concentrated and illiquid wealth concerns, estate planning and gifting, and legacy considerations.

Mary Elizabeth Crawford, Senior Vice President; Certified Investment Management Analyst; Estate Planning

Sandra Wang, Financial Advisor; Certified Divorce Financial Analyst; Certified Financial Plan

Daire Hogan, Associate Vice President; Portfolio Manager; Certified Financial Planner

Paul Malin, Financial Advisor; Rule 144 Specialist