Financial Planning for Solo Agers and Potential Solo Agers    NEW!

About one-third of Baby Boomers are single (mostly divorced or never-married). In addition, around 20% of Baby Boomers are childless, double the percentage of the previous generation, and the oldest Baby Boomers will start turning 80 in 2026. Solo agers without a traditional family support system of a spouse/partner, children, or close family have unique financial planning needs. This class will discuss common issues of concern including finding and funding alternative support networks, retirement planning, living alone, housing decisions, long-term care, relationship boundaries with professional advisors, estate planning (naming trustworthy fiduciaries), philanthropy, and more.