All About Nest Eggs

You are here: Home • Programming • Programming for Boomers • 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

• AARP Investment Program: http://aarp.scudder.com
• AARP Money & Work - Financial Planning: http://aarp.org/money
• Holzer, Bambi. Set for Life: Financial Peace for People Over 50. New York: John Wiley, 2000.

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.