15 Important Financial Transitions in Later Life

15 Important Financial Transitions in Later Life

There are many financial transitions that people face in later life. This webinar will discuss 15 transitions that are described in the instructor’s book, Flipping a Switch. Examples of later life financial transitions include switching from saving to spending, creating a retirement “paycheck,” required minimum distributions (RMDs), later life investing, increased interest in philanthropy and estate planning, changes in spending and income taxes, health care and Medicare transitions, downsizing and financial simplification, and being a target for financial fraud.