Course ID: EPXY

Estate and Financial Planning for Generations X and Y

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


Learning Objectives

List specific planning needs for the Generation X and Y client.


Major Topics

*Understanding the Generation X and Y market *Estate and financial planning mistakes made by Generations X and Y *Understanding the special needs of Generations X and Y *Factors affecting the estate and financial plans of Generations X and Y *Understanding special issues (such as nontraditional domestic partners) *Retirement planning issues *education funding *The changing workplace *Future issues


Who Should Attend

CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents

Fields of Study

Taxes

Prerequisites

None


Provider

Werner-Rocca Seminars LTD

CPE Credits

8.0

Level

Basic

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or learn@blionline.org
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