These on-demand Webcasts offer guidance and information to address baby boomers' concerns about financial security as they move toward retirement and beyond. Each Webcast focuses on different issues that baby boomers should become familiar with during the retirement planning process.

This series of programs was developed by The Foundation for Financial Service Professionals. The Foundation was established in 1982 by the Society of Financial Service Professionals to foster education and scholarly research for the benefit of the financial services industry, and develop educational resources and engage in altruistic works that serve the American public.

See bottom of this page for technical requirements to view these videos.


  1. Not Your Father's Oldsmobile
    A review of some important differences between our parent's expectations, such as life expectancy, inflation, and health care quality and cost, and the realities that we're likely to encounter in our retirement planning. This Webcast also includes a brief review of the types of financial specialists that can help you make a difference with your retirement plans. Click here to view this Webcast.

  2. Living in the Style to Which You'd Like to Become Accustomed
    The advantage of a longer life expectancy raises some important questions: Does this mean there's a greater chance I'll outlive my money? Can I afford the level of health care it might require to enjoy those extra years? This program helps you access where you currently are in the retirement planning process. Click here to view this Webcast.

  3. Social Insecurity
    This program will provide an overview of Social Security and the practical issues baby boomers will face as they near retirement. The choices they will need to make and more will be addressed in this informative program. Click here to view this Webcast.

  4. Qualified Plans and Your Retirement
    Are you familiar with your choices in saving for retirement? This program explains the different types of employer-sponsored qualified plans-401(k), 403(b), 457, SEP, SIMPLE-and IRAs. It examines them through three phases: contribution, accumulation, and distribution. For tips on how to manage your retirement assets, Click here to view this Webcast.

Money in Retirement
The next two programs focus on how to put your assets to work for you.

  1. Income Planning
    This program emphasizes the importance of organizing your retirement assets as you begin to distribute them. Your assets will fall into several categories for use: expenses, medical care, frailty, and legacy. Click here to view this Webcast.

  2. Health Planning
    Besides a detailed discussion of health care and Medicare benefits, this Webcast describes alternative sources you can use to help finance your retirement: immediate annuities and reverse mortgages. Click here to view this Webcast.

Lifestyle Issues Beyond Midlife
The next two programs address choices and options for thriving in the years before and after retirement by making the best use of time and opportunities.

  1. The Seven Domains of Living
    Explore the importance of and relationships between body, mind, soul, heart, life structure, house and home and personal finance. Click here to view this Webcast.

  2. Home is Where the Heart is
    Consider the possible answers to three questions: How will you live, where will you live and how will you pay for it.  A look at five options: "home sweet home", family plan, lifestyle resort, new frontier, and progressive retreat. Click here to view this Webcast.

  3. A Fool and His Money are Soon Parted
    Find out how to protect your credit record and identity from scam artists and high-tech fraud. This program identifies the types of personal information that you need to protect and how to do it without being frozen out of conducting your financial transactions. Click here to view this Webcast.

Minimum PC requirements to view webcast:

  • 56k or higher connection. Broadband connections are preferred as dial-up connections may be slow or unresponsive.
  • 500+ MHz processor with 128mb of memory.

Windows Operating System- To view presentations on a computer running the Windows operating system, you need:

  • Windows NT® 4.0 or later, or Windows 98 or later.
  • Microsoft Windows Media Player® 7.x or later. Click here if you don't have the player or want to upgrade. (Note: If you are having video trouble, upgrading to the latest version of Media player will usually fix the problem.)
  • Microsoft Internet Explorer 5.0 or later, or Netscape Navigator 7.0 or later.
    • Notes
      • Presentations that contain content based in Windows Media Audio 9 Voice or Windows Media Video 9 Screen require Windows Media Player 7.0 or later.
      • Microsoft recommends using Windows Media Player 9 Series to optimize presentation playback.

Apple Macintosh Operation System - To view presentations on a computer running the Macintosh operating system (OS), you need:

  • Apple Mac OS X v 10.2 or later.
  • Windows Media Player for Mac OS X.
  • Internet Explorer 5.2.2 (or later) for Mac.
Copyrighted, Foundation for Financial Service Professionals, 2004