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Wealth Management for Clients 50 and Older

Gain an understanding of what is and is not available to live the lifestyle you desire with the liquidity you need.

There is an incredible number of baby boomers heading for retirement. By 2030, all of the baby boomers will be over 65. The result requires an astute level of knowledge from these investors as to what money they will have (if any) in retirement. Not only is there health to consider, but all retirees will have guaranteed incomes and expenses, and non-guaranteed income and expenses creating fear of living a comforting retirement. After years of accumulating income in investments and retirement and pension programs, now is a perfect time to understand what is and is not available to live the lifestyle you desire with the liquidity you need. This is a must-attend course for all ages wanting to place finances under control and create the lifestyle desired while also creating a lasting legacy.

66 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Understand the Difference Between Systematic and Unsystematic Risk

Analyze Methods for Proper Research for More Sound Decisions

Critique How Monetary Policy and Inflation Help or Hinder Your Long-Term Plans

When to Review Your Statements and Why You Must Not Fear Them

Five Methods to Conducting a Carrier Call to Educate Yourself on Your Portfolio

Learn What Asset Allocation Is and How to Leverage Volatile Markets

Design New Methods for Changing the Portfolio When External Forces Hinder Returns

What Business Owners Must Do to Create a Succession and Exit Plan

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on May 10, 2022.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Drew Stevens, Ph.D.

Drew Stevens, Ph.D.

Stevens Performance Group

  • Works with individuals and organizations that grapple with finances and transform them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity in order to create a legacy
  • Has worked on Wall Street since 1985, helping portfolio managers, traders, brokers, and other investment professionals
  • His experience has enabled him to work with commercial and investment bankers, private equity, and venture capital, as well as to conduct several mergers & acquisitions
  • Has produced over $11 billion in revenue for organizations while always delivering to others
  • Contributed 14 books and over 4,500 articles and internet articles to stimulate others to increase their knowledge and awareness of the financial markets
  • Registered insurance professional and working actively towards his investment advisory certification
  • Well-known international keynote speaker and seminar producer
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Why Lorman?

Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 409868
Published 2022
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