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