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

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

FIELD OF STUDY
Taxes

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available for your group as:

Group Live
 

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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