Baby Boomer Basics

A brief one-hour class designed to help prepare the next generation for retirement.


Course Description

Baby Boomers everywhere are getting ready for retirement. Because the modern financial landscape continues to shift, retirement strategies also have to shift. But in what ways? And how can you be more prepared for the future?

During this 1-hour class and with your accompanying workbook, we’ll provide a brief overview of the current retirement landscape, risks retirees could face in the future, and financial strategies designed for life after work.

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What You'll Discover


Debts & Taxes

The National Debt continues to climb, but taxes are some of the lowest in history. Could taxes increase in the future? How could taxes affect your retirement? Find out in this course.

Social Security

When should you consider applying for Social Security? Will the Social Security program change? We’ll talk about these common questions and others.

Additional Risks in Retirement

The average lifetime health care bill for a retired couple in 2019 was around $285,000. How can you prepare for long-term care while protecting your assets in retirement? What about estate planning? We’ll talk about these important issues so you can better prepare for the future.

General Investing Concepts

Discover more about general investing concepts like average vs. actual returns, sequence of returns, investment fees, and market volatility and how these things can affect your retirement portfolio.

Income in Retirement

Determining your income needs is one of the most important steps of retirement income planning. We’ll help walk you through income strategies so that you don’t have to guess.

What You'll Receive

A Collaborative Classroom Setting

Each class is taught by a licensed financial professional, well-versed in the course subject matter, and each with a passion for teaching others critical information pertinent to today’s new retirement landscape. Sessions are designed to help you feel comfortable to ask questions and share information about your own retirement journey.

Baby Boomer Basics Workbooks

As part of this course, you’ll receive materials specially created to help you follow along with the teaching. Designed for you to reference throughout your journey, the workbook will include sections for note taking and personal feedback.

Baby Boomer Basics Lab Session

As an extension of the course, you can arrange a personal, one-on-one financial lab with your course instructor to dig deeper into your personal retirement journey and understand how the key takeaways from the course may affect your personal situation. This initial confidential, no-obligation financial lab is available at no additional cost.

Course Overview

Debts & Taxes

  • The National Debt Problem
  • The Current Federal Tax code
  • Taxes Throughout History
  • 3 Types of Growth & Income
  • Taxable Income
  • Tax Deferred Growth
  • Tax-Free Income
  • Required Minimum Distributions (RMDs)
  • Lab Sneak Peek

Social Security

  • A Short History of Social Security & Taxation
  • Social Security Taxation Example
  • When Should I Claim Social Security Benefits?
  • Receiving Benefits from Ex-Spouses
  • Lab Sneak Peek

Additional Risks in Retirement

  • Activities of Daily Living
  • Types of Life Insurance
  • Estate Planning
  • Estate Planning – Will Vs. Trust
  • Lab Session Sneak Peek

General Investing Concepts

  • Historical Returns & Market Value
  • Average vs. Actual Returns
  • Bear Markets since 1929
  • Why Fees Matter
  • Inverted Yield Curve & What It Could Mean for You
  • Diversification
  • Sequence of Returns
  • Lab Sneak Peek

Income in Retirement

  • Common Income Sources
  • Common Income Risks
  • Sequence of Returns with Withdrawals
  • 6 Steps Toward a More Prepared Retirement
  • Lab Sneak Peek

Find A Course Now

Fill in your zip code below to find a course near you!