Flipping a Switch for Happiness and Financial Security in Later Life

Presenter: Dr. Barbara O'Neill, CFCS, CPFFE

About the Session

This session will discuss twenty transitions (e.g., saving money to spending savings) that people make after they leave a full-time career. A good analogy for these transitions is "flipping a switch" because many changes happen suddenly. Another good analogy is a "dimmer switch" for changes that happen over time (e.g., gradually reducing work hours). This webinar will feature several interactive questions to discuss each "switch."  Research on financial and life transitions that occur in later life will be shared.  


After the webinar, attendees will be able to:

  • Discuss common personal and financial transitions in later life.
  • Discover subject matter related to later life transitions (e.g., IRS RMD rules).
  • Explore available resources related to later life decision-making.
  • Apply the information in personal and/or professional settings.

About the Presenter(s)

Dr. Barbara O'Neill, CFCS, CPFFE, holds the rank of Distinguished Professor at Rutgers University and is Rutgers Cooperative Extension's Specialist in Financial Resource Management.  As a certified financial planner, Dr. O'Neill received her PhD in family financial management from Virginia Tech and has written over 1,700 consumer newspaper articles and over 160 articles for professional publications. She has also received over three dozen awards for program excellence and over $1.2 million in external funding to support her programs and research.   


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