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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Estate and Financial Planning for Generations X and YCOURSE ID: EPGX
DESCRIPTION

The range of estate and financial planning issues with regard to Generation X (people born after 1964) is vast. This course takes a fresh look at the problems the practitioner may encounter in planning for the Generation X client and carrying out those plans.

DESIGNED FOR: CPAs, financial plannes, attorneys, insurance agents, bankersFIELD OF STUDY: Specialized Knowledge & Application, TaxesLEVEL: BasicPREREQUISITES: NoneCOURSE PRODUCER: Werner-Rocca Seminars LTDCREDITS: 8.0OBJECTIVES:
  • To provide the practitioner with a complte understanding of the specific planning needs for the Generation X client.
HIGHLIGHTS:

* Understanding the Generation X market * Estate and financial planning mistakes made by Generations X and Y * Understanding the special needs of “millenials” * Factors affecting the estate and financial plans of Generations X and Y * Retirement planning issues * Education funding * The changing workplace * Future issues

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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