Baby Boomer Investing in the Perilous Decade 3.5 Credits
Learning mode
Most of the 78 million baby boomers in the US will spend much of this decade in the Risk Zone spanning the 10 years before and after retirement. The Risk Zone is the time when the primary investment objective should be to protect lifetime savings. Losses in the Risk Zone can make the remaining lifetimes far less comfortable for them. This exposes them to the risk of being a burden to society.
This online CPE webinar on Finance is aimed at the book from the speaker Ronald Surz that helps 78 million baby boomers protect their $60 trillion in lifetime savings. Baby boomer investors are in serious financial danger in the 2020 decade.
This book is a compilation of Baby Boomer Investing Shows financial education videos produced over the past two years and is available on Amazon Here.
This Online CPE webinar on Finance can be beneficial to the attendees in the following points include:
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 3.5 CPE | Approved |
| Finance for CPA in Canada | 3.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 3.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 3.5 PL | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 3.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 3.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 3.5 CE | Eligible |
| Chartered Accountant - ICAEW | 3.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 3.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 3.5 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 3.5 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 3.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 3.5 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 3.5 CE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 3.5 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 3.5 CPE | Eligible |
| Finance for CIPM | 3.5 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 3.5 CE | Eligible |
| CPA - Ireland | 3.5 CPD | Eligible |
| Chartered Accountants - Scotland | 3.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 3.5 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 3.5 CPE | Approved |
| Finance for CPA in Canada | 3.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 3.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 3.5 PL | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 3.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 3.5 CE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 3.5 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 3.5 CE | Eligible |
| Chartered Accountant - ICAEW | 3.5 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 3.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 3.5 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 3.5 CE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 3.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 3.5 CPE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 3.5 CE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 3.5 CE | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 3.5 CPE | Eligible |
| Finance for CIPM | 3.5 PL | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 3.5 CE | Eligible |
| CPA - Ireland | 3.5 CPD | Eligible |
| Chartered Accountants - Scotland | 3.5 CPD | Eligible |
| Chartered Accountants - Ireland (CAI) | 3.5 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) 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.
Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.
He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:
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KH
Love the direct observations about the state of the worldwide economy and the potential effect on those nearing retirement or newly retired.
LR
Very interesting content and well written. Was clearly edited, too. Would recommend
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