ERIC Number: ED165752
Record Type: RIE
Publication Date: 1975
Reference Count: 0
Financial Planning for Retirement. A Training Manual Prepared for the N.C. Governor's Coordinating Council on Aging.
Hopkins, Bernice B.
This manual is designed to assist in developing meaningful workshops for retirees and pre-retirees to aid them in making effective use of their retirement incomes. Divided into five sessions, topics include the need for financial planning, major factors in such planning, and specific methods of helping retirees in their own financial planning; estimating retirement expenses and retirement budgets through inflationary years; legal problems including wills, estate planning, and making provisions for incapacity; and taxes and insurance. The objectives, methodology, time required, materials needed, and suggested readings are outlined for each session, and lecture materials for each topic are included. (Author/MBR)
Publication Type: Guides - General
Education Level: N/A
Sponsor: North Carolina Governor's Council on Aging, Raleigh.
Authoring Institution: North Carolina Univ., Chapel Hill. Extension Univ.
Note: For related documents, see IR 006 689-694