15 Important Financial Transitions in Later Life

The April 2024 Financial Counseling call with AFCPE and FPA will be held on Thursday, April 18th at 12 pm ET.

Guest speaker Dr. Barbara O'Neill will be presenting, "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.

Dr. Barbara O’Neill, CFP®, AFC® is the owner/CEO of Money Talk: Financial Planning Seminars and Publications where she writes, speaks, and reviews content about personal finance. A Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist, she has written over 190 articles for academic publications and received over 35 national awards and over $1.2 million in grants to support her financial education programs and research. Dr. O’Neill is a past President of the Association for Financial Counseling and Planning Education (AFCPE), a recipient of the AFCPE Distinguished Fellow Award, and a Next Gen Personal Finance fellow. She tweets personal finance information @moneytalk1 and writes weekly personal finance posts for her Money Talk blog.