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Courses/Finance/Investing

Financial Education for Baby Boomers

The Baby Boomer Investing Book: What Baby Boomers Should Know to Protect Their Lifetime Savings.

Created byRon Surz
3.7
(7 reviews)
IntermediateUpdated Jun 14, 2022
Financial Education for Baby Boomers

What You'll Learn

check_circleRealize that there is a ”Risk Zone” when “Sequence of Return Risk” can ruin lives
check_circleLearn how to defend against Sequence of Return Risk
check_circleDevelop a spending budget to last a lifetime
check_circleKnow the dangers that are currently threatening investments

About This Course

Through research and observation, I’ve become aware that baby boomers are not protecting their lifetime savings. They are investing for growth when they should be investing for safety. This is a serious problem because most of our 78 million baby boomers will spend much of this decade in the Risk Zone when losses can ruin the rest of a baby boomer’s lifestyle.

We launched the Baby Boomer Investing Show in February 2020 to warn and educate baby boomers, broadcasting twice a month. We’ve created a substantial library of videos and articles.

I’ve pulled these libraries together in the book Baby Boomer Investing in the Perilous Decade of the 2020s. Every chapter includes links to Baby Boomer Investing Shows so you can watch the messages come alive.

This program brings you through the book’s 18 chapters, broken into 3 major sections: Basics of investing Protecting lifetime savings Living life to its fullest

Your Instructor

Ron Surz
Ron Surz

Serial entrepeneur specializing in target date funds and baby boomer investment education.

menu_book21 courses
star316 reviews

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of Target Date Solutions and Age Sage, Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors. His passion is helping his fellow baby boomers at this critical time in their lives when they are relying on their lifetime savings to support a retirement with dignity, so he wrote a book: Baby Boomer Investing in the Perilous 2020s .

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

3.7
Student's Choice
7 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.