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Baby Boomer Retirement Seminar

May 15, 2017 @ 6:30 pm - 8:30 pm

Seminar Summary

7 Financial Steps to a Bullet-Proof Retirement FlyerRecent academic research from Boston College, The Wharton School of Business, and the University of Michigan details a fundamental shift in retirement planning for the Baby Boomer Generation. This course is 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 Income Planning, Social Security Maximization, and the pitfalls to avoid. You will receive 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.

This is a two session course. Session 1 will be held on Monday, May 15th, 2017, and Session 2 will be held on Monday, May 22nd, 2017.

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  • Individuals and couples between the ages of 55-75
  • Those concerned about our financial markets & wanting to prepare for the “next” recession
  • Investors looking for new perspectives or ideas
  • Baby Boomers looking for guidance based on recent academic research


  • Taxes are going higher – Much higher. Steps to insulate yourself
  • Global market instability and volatility necessitates action
  • The basic financial rules of thumb have changed
  • Recent research redefines financial planning for retirement
  • The 6 basic financial rules of thumb may no longer apply
  • The impact of health care expenses on retirees and how to protect yourself without Long-Term Care insurance


  • When to Take Social Security
  • Defining Core Priorities
  • How to Develop an Income Plan
  • Reasons Retirees Run Out of Money


  • 2 Course Sessions
  • A Getting your Financial House in Order workbook
  • A 36-page Getting Your Estate in Order Guide



Please click the Register Now button to register for this course.

Register Now


May 15, 2017
6:30 pm - 8:30 pm


Jerry Iacangelo


Rigewood Public Library
125 North Maple Avenue
Ridgewood, NJ 07450 United States
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