A curriculum developed by Marlene Stum, University of Minnesota; Janet Bechman, Purdue University; and Suzann Enzian Knight, University of New Hampshire. Financial Security in Later Life National Initiative Management Team Members. (April, 2002)
Overall Purposes of Curriculum
- Increase knowledge of issues regarding later life financial security.
- Help consumers assess their preparedness for later life financial security and create a plan of action to meet their personal needs and goals.
Target Audience: Baby Boomers (born between 1946 and 1964) who are:
- looking toward later life
- planning for changes in work/retirement
- dealing with aging parents
Maintaining Curriculum Credibility and Integrity
Users of “Take the Road to Financial Security in Later Life” should not adapt or revise the title, content, or images in this curriculum in order to maintain the research-based credibility. All national initiative logos and authorship credit must remain present and intact on all components of the curriculum. Permission is granted and users are encouraged to add state or local identity as well as add additional information regarding state/local programs as suggested in the facilitator guide.
Specific Objectives:
At the end of this program participants will be able to:
- Clarify myths and realities about later life events and financial security.
- Recognize common factors that increase an individual’s risk of facing later life financial insecurity.
- Identify reasons why achieving later life financial security can be rewarding for themselves and others.
- Understand the importance of planning ahead for a long life and what later life events are normal and should be expected.
- Identify specific action steps that can help protect one’s later life financial security.
- Recognize the importance of evaluating existing plans and action and making changes as needed.
- Assess their personal progress in planning, acting, and evaluating along the road to financial security.
- Discover research-based resources and tools to help make more informed decisions.
Accessing Curriculum Components
The curriculum components are available to download in PDF format using Acrobat Reader. These components are in the Educator Tools and Participant Handouts and Evaluation Forms pages listed in the links section. If you are unable to access these tools and need to request copies on a CD, please contact sclarke@reeusda.gov
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