25 Financial Planning Strategies for Older Adults   

At no time in life does personal finance get more confusing than the final third of a person's life. There are many new challenges and decisions (e.g., when to claim Social Security and required minimum distributions).

This presentation will be taught by a financial educator who holds the certified financial planner designation but does not sell consumer financial products or services. It will discuss financial planning tips for older adults on a wide variety of topics including investing, insurance, income taxes, estate planning, fraud and scams, and creating a retirement "paycheck." Ample time will be allowed for questions and answers.