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Baby Boomer Retirement (8/10 & 8/17)

August 10 @ 6:30 pm - 8:00 pm


This is a two part course that takes place over a 2 week period on the following Thursdays:
8/10/2017 & 8/17/2017.

Recent academic research from Boston College, The Wharton School of Business and the University of Michigan (among others) detail a fundamental shift in retirement planning for the Baby Boomer Generation. This Retirement Planning Course is designed as 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 Optimal Asset Allocation, Income Planning, and Social Security Maximization, as well as the pitfalls to avoid. You will receive access to over 40 academic reports detailing the “New Rules of Thumb” as well as financial tools to help you better understand risk, taxes, budgeting and estate planning.

Register Here

You Will Learn:

  • Optimal Asset Allocation in Retirement
  • Defining Core Priorities
  • How Money Affects Your Life
  • How to Develop an Income Plan
  • Sequence of Returns Risk
  • Questions to Ask a Potential Advisor
  • When to Take Social Security and how to maximize it
  • 6 Reasons Retirees Run Out of Money

Course Fee Includes:

  • Financial House Guidebook
  • Managing Your Money in Retirement Guide
  • Getting Your Estate in Order Guide
  • Personal Wealth Index Scores/Report
  • Social Security Analysis Report
  • Course Workbook and Essential Reports
  • Register Here


August 10
6:30 pm - 8:00 pm


Austin First Financial


University of Texas Thompson Conference Center, Room. 1.126
2405 Robert Dedman Dr
Austin, TX 78712 United States
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