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Course Level :Basic
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Credits :3.5
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Pre-requisites :None
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Advance Preparation :None
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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:
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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 through its website: www.NASBARegistry.org.
President, Target Date Solutions
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:
The Baby Boomer Investing Show is live streaming on YouTube and LinkedIn every other Tuesday. Google it please
114 Ratings
KH
Dec 17th, 2023
Love the direct observations about the state of the worldwide economy and the potential effect on those nearing retirement or newly retired.
LR
Jan 16th, 2024
Much easier to read and I liked the included videos.
GM
Nov 4th, 2022
great
CS
Jun 20th, 2023
na
RD
Jun 9th, 2022
This was very rudimentary knowledge but well presented.
