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All About Nest Eggs

Program Description

Financial security will allow baby boomers to look forward to their later years and to enjoy them to their fullest. Many people do not know about stocks, bonds, and annuities. This program can help them plan for a comfortable future.

Topics

  • Stocks, bonds, annuities, IRAs, mutual funds, savings accounts, insurance.
  • What vehicles yield the best returns, market trends, and how to assess risks.
  • When and how to hatch your nest egg with information given about the various investment opportunities.

Speakers

  • Representative of AARP.
  • Stockbroker, investment banker, or financial advisor.

Basics

  • Length - 1½ hours or two 1-hour programs.
  • Classroom-style seating, possible Internet connection, flipchart.
  • Preparation time - 2 hours.

Learn More About It

Make It Special

Let the group pick some stocks and make "fantasy" purchases at the first session. Issue them a fantasy stock purchase certificate. At the second session, they can check how they did and receive a fantasy dividend or loss statement.

Market It

Distribute flyers and announcements to banks, savings and loans, credit unions.

Reprinted with permission from the Missouri State Library and Secretary of State Robin Carnahan.

  • Montana State Library
  • P.O. Box 201800, 1515 East 6th Avenue
  • Helena, MT 59620-1800
  • Phone: (406) 444-3115
  • Fax: (406) 444-0266
  • msl.mt.gov