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





Werner-Rocca Seminars LTD

CPE Credits




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
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