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Knowing the answer to that question, and what resources are needed to prepare for the future, is a challenge faced by researchers, advocates, policymakers, social service providers, and individuals and families alike. The Elder Index™, which was developed by the Gerontology Institute at the University of Massachusetts Boston with Wider Opportunities for Women (WOW) to increase this understanding. The Elder Index present local expenses, savings requirements, and what incomes are needed to achieve economic security by family type, and at the city, county, and state levels.

Join Jan Mutchler, Professor of Gerontology, to learn more about the index and learn:

• How to identify significant demographic and social features relating to the older population in the U.S.

• The 8 things financial planners should be aware of when interacting with older clients, and with clients who expect to be old

• Likely trends in the future relating to the older population

 

*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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