15 Important Financial Transitions in Later Life

Webinar / Online Meeting Online Meeting

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 […]