Reach Us: 352-861-9751 Office Hours: Mon-Fri / 9am-4pm
Online Course Catalog

Financial Planning for Solo Agers

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.

 

SKU: FA25GBFIN128A

July 16, 2025, 10:00 am to 11:30 am

Building: MTP Education Center
Room: Room 4

(352) 861- 9751

8415 SW 80th Street, Suite 2
Ocala, FL 34481

mtp@masterthepossibilities.org

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Master The Possibilities

A Not-for-Profit Lifelong Learning Center

Master the Possibilities, Inc. provides quality instruction and learning experiences for adult students throughout Marion County, Florida and beyond. We inspire students to explore their interests, uncover their passions, and leverage their talents to make positive changes within themselves and their communities.

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