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Seniors and Money

 

The fundamentals of the true MEANING of money in the lives of seniors and boomers is explored from the standpoint of the relevant psycho-emotional processes and value systems involved. Options for aging persons are examined, with particular emphasis on the unique, differential financial needs of seniors and boomers.

You will notice that the video lectures may refer to statistics to reinforce a teaching point.  Some of these statistics are from research conducted in the past years.  In a number of instances, the research study has not been redone if the trend studied has evidenced no material change. In other circumstances, the statistics may have changed slightly, and we have then included these in the document entitled UPDATED STATS AND FACTS -- so make sure you check these out if they listed in the Resource Material section.
 
 

 

Step 1: RESOURCE MATERIAL. Click Below to download and review support material:
Seniors and Money – Core Concepts
UPDATED STATS AND FACTS. Seniors and Money

Step 2:   FEATURE COURSE PRESENTATION. Click on ‘Launch’ to load the module presentation:
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Step 3:  VALUE-ADDED CLIENT RESOURCES:
When you access the Maturity Matters Newsletters through the Member Benefits area, you will have access to the pdf version referenced below, as well as an HTML version of each newsletter that merges YOUR contact information into the Newsletter Banner to help promote YOU to YOUR clients and community.

Maturity Matters Newsletter: Tax Scams
Maturity Matters Newsletter: Covid Scams
Maturity Matters Newsletter: Elder Abuse Prevention Day
Maturity Matters Newsletter: The Next Ism — Ageism
Maturity Matters Newsletter: Longevity Economy
Maturity Matters Newsletter: Caregiving Costs
Age-Friendly Business Blog: You Shouldn’t Have to Work Hard to Give Them Your Money
Age-Friendly Business Blog: From Information to Transformation
AFB Store: Scam Alert Cards

Step 4:   REVIEW THE QUIZ INSTRUCTIONS AND TIPS.   The option to start the quiz will not be available until you complete the module presentation.

QUIZ INSTRUCTIONS

To load the quiz, you must 'Refresh' this page after completing the Feature Presentation lesson.  To Refresh the page, click on the F5 key or click on the reload symbol to the right of the address bar.   Remember -- the quiz will not be available to load until you have viewed the full presentation.

5 questions associated with this module will be downloaded.

You must receive a score of  at least 75% (4/5 questions answered correctly) to successfully complete this module.

If you do not achieve a score of 75% with your first try, don't worry, as you will be given the opportunity to retry the quiz, and another set of 5 questions will be made available to you.

Since the questions are selected randomly from a pool of questions, some of the questions may or may not be the same as the previous quiz.

You will notice that once you have completed a question, the correct answer will be highlighted in green, and any incorrect selection that was made will be highlighted in pink.

QUIZ TIPS

  • Although we wanted to create reasonably challenging questions, we did not intend to create 'trick' questions. If it feels like a trick question to you -- please re-read the question carefully and ask yourself what fact or concept is being questioned.
  • This is NOT a timed quiz. Take all the time you need to consider the question and make your best selection.
  • Be attentive to questions asking which statement is NOT correct, or if all statements are correct EXCEPT.
  • If you have read the question carefully, your first impression of the correct answer is usually the right choice to make.

Smile and Relax!  We have provided you with every opportunity to do well.


Seniors and Money