Using recent academic research, we will explore the fundamental shift in retirement planning for the Baby Boomer Generation. Designed for those in the early stages of retirement or those about to retire, this series will look at topics that can be challenging during retirement such as asset risk, retirement income, estate issues and more. Get access to financial tools to better understand risk, taxes and estate planning. You will receive a workbook, a personal wealth index questionnaire and customized report. Materials: $20 at class.