Plus 50 Lifelong Learning

Wake Tech offers courses designed especially for adults 50 and over that can help you discover a new career, improve your job search skills, plan for retirement, or explore personal interests. 

At our Plus 50 events, you can sample courses and attend presentations from community experts on a wide variety of topics - small business counseling, long-term healthcare, retirement, beer brewing, flying commercial drones, and much more! Stay tuned for announcements about upcoming Plus 50 events. 


Check out these programs and resources:

Become an Entrepreneur

You may have dreamed of starting a business or turning hobbies or volunteer work into a money-making operation. Wake Tech's Small Business Center and Entrepreneurship Initiatives programs have resources to help get you started. Talk with an SBC advisor (live and in person!) in a free, confidential session, any time questions arise.

Launch Your Business

Retired to Re-hired!

Going back into the workforce can be daunting: You may wonder about your tech skills or generation gaps in the workplace - or you may be seeing a challenge you haven't identified yet. Wake Tech's Workforce Continuing Education division can help -- and the Career Transitions Forum is a great place to start. This unique, weekly series of lectures and networking activities brings professionals together to share ideas and experience in a supportive environment. 

Career Transitions Forum


Course Details & Registration Information

Course
Baby Boomer Retirement and Planning
Name
CSP-4000T2
Overall Quality of This Course
★★★★★
Based on 5 student surveys.
Available Classes
Not currently offered.
Description Course Outline Requirements Intended Audience More Details
Intended Audience
General adult, baby boomers and beyond.
Description
Plan for a sound retirement! The latest research suggests that baby boomers may need to change their planning methods. This comprehensive personal finance course is for those about to retire or in early retirements and covers income planning, social security maximization, and pitfalls to avoid. Participants will be given tools for better understanding budgeting, taxes, estate planning, and risk.
Course Objectives
  1. learn steps to take to prevent outliving your money and getting your estate in order.
  2. learn to properly plan for rising healthcare costs.
  3. understand the risks involved with different investments and questions to ask.
Outline of Instruction
  1. Why so many retirees are in danger of outliving their money, and steps you can take to avoid it.
  2. How to properly plan for rising healthcare costs, inflation and higher interest rates during retirement.
  3. Understanding the risks involved with different types of investments and how to allocate assets based on your personal risk tolerance.
  4. The sources of retirement income – including updates on Social Security -- and how to build a solid retirement income plan of your own.
  5. The rules, regulations and tax consequences of Qualified Plans (IRA, 401k 403b) and how to manage them.
  6. Key questions you should ask any financial advisor.
  7. Getting your estate in order: understanding wills, trusts, probate and tax–efficient distribution to your heirs.
Contact Hours
5
CEU's
No
Industry Standard, State, or National Certification
No
CE to CU Articulation
No
Prerequisites
none
Text and Supplies Needed
None
Clinical Site/Special Facilities
Requirements for Successful Completion of this Course
  1. Attendance 100%
  2. Participation
Accreditation/Special Approval Requirements
Intended Audience
General adult, baby boomers and beyond.
Specific Industry or Business Support Needs
Industry or Job Titles Related to training Outcomes for Employment
Related Courses
  • Roadmap to Retirement - SEF-3001AC2
  • Passport to Retirement - CSP-4000ED2
Course Contact Information
Michael Langer
919-532-5526