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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 the Soon Retiring Baby Boomer ClientCOURSE ID: BABY
DESCRIPTION

The range of estate and financial planning issues with regard to the baby boomer generation is vast. This course takes a fresh look at the problems the practitioner may enounter in planning for the baby boomer client and carrying out those plans.

DESIGNED FOR: CPAs, EAs, financial planners, 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 complete understading of the specific planning needs for the baby boomer client.
HIGHLIGHTS:

* Understand what the baby boomer market is * Estate and financial planning mistakes made by the baby boomer * How to determine and/or capitalize needs * Understanding risk management issues * Factors affecting the estate and financial plan * Understanding the three core areas of a financial plan * Understanding special issues (such as nontraditional domestic parters) * 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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