Financial Planners: Educating Widows in Personal Financial Planning

Autor/in	Korb, Brian R.
Titel	Financial Planners: Educating Widows in Personal Financial Planning
Quelle	In: Journal of Financial Counseling and Planning, 21 (2010) 2, S.3-15 (13 Seiten) PDF als Volltext kostenfreie Datei Verfügbarkeit
Sprache	englisch
Dokumenttyp	gedruckt; online; Zeitschriftenaufsatz
ISSN	1052-3073
Schlagwörter	Financial Services; Risk Management; Money Management; Widowed; Interviews; Womens Studies; Consumer Education; Baby Boomers; Program Content; Delivery Systems; Educational Needs; Needs Assessment; Grounded Theory; Program Attitudes + Suchen Sie Ihr Suchwort? Risikomanagement; Interviewing; Interviewtechnik; Konsumerziehung; Programmgestaltung; Auslieferung; Educational need; Bildungsbedarf; Bedarfsermittlung
Abstract	Widows constitute a growing segment of the U.S. population; however, very little has been done to educate them on the basics of personal financial planning. The creation and implementation of financial planning education programs for widows can help them become more financially literate and free them from anxiety and fear. Interviews with eight financial planners and 12 of their widow clients, along with research into financial planning education programs form the basis for this paper. Research findings include suggestions for financial education content in the topic areas of financial planner qualities, goal setting, cash flow management, risk management, investment management, and estate planning. Implications for the role of financial planners and non-profit educational institutions in the financial education of widows are discussed. (Contains 1 table.) (As Provided).
Anmerkungen	Association for Financial Counseling and Planning Education. 1500 West Third Avenue Suite 223, Columbus, OH 43212. Tel: 614-485-9650; Fax: 614-485-9621; Web site: http://afcpe.org
Erfasst von	ERIC (Education Resources Information Center), Washington, DC
Update	2017/4/10