Description - Elders, Boomers, and Xers: Three Generations of Planning Opportunities

How to order: Click on the Add to Cart button on the Course Catalogue page. If you have a coupon code, put it in the coupon code box and the discount will be applied to your order. (Remember to register on CLIFE first!) After you pay for your order with your credit card, you will receive an email with a link to download the Course. You can then use the link provided to read the Course on your computer or print it off.

Test: You will be sent a link to the test in the same email that has your course link. You must login with the username and password you created in your registration to do the test; no login is required for the course.

Certificate: Download your Certificate after successfully completing the test.

TABLE OF CONTENTS

Course Introduction 4
What Makes a Boomer a Boomer? 6
 
Generation: Traditionalist
    Definition, Overview, Needs
        Table: Key Practice Concerns
    Attributes
    Estate Planning Considerations
        Funeral Preplanning Checklist
    Investment Advice
    Still Going Strong?
    Fraud Education and Protection
    Conclusions

8
10
12
14
21
22
26
36
47
 
Generation: Boomer
    Definition, Overview, Needs
    Attributes
    Investment Advice
    Sudden Wealth Management
    Insurance Needs
    Conclusions

48
50
52
61
65
69
 
Generation X
    Definition, Overview, Needs
    Attributes
    Savings and Debt
        Summary Chart Comparing RRSPs with TFSAs
    Conclusions

70
72
73
84
100
 
Millenials: Get Ready! 101

 

$79.95

Provincial Life Credits: 7 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 3 credits in BC, SK, AB, MB, ON
CFP® Professionals: 7 credits (Financial Planning)

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