The fundamentals of the true MEANING of money in the lives of seniors and boomers is explored from the standpoint of the relevant psycho-emotional processes and value systems involved. Options for aging persons are examined, with particular emphasis on the unique, differential financial needs of seniors and boomers.
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits
For continuing educational information on all our courses, click here.