Course ID: EPGX

Estate and Financial Planning for Generations X and Y


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.


LEARNING OBJECTIVES
  • To provide the practitioner with a complte understanding of the specific planning needs for the Generation X client.

MAJOR TOPICS
  • 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

DESIGNED FOR
CPAs, financial plannes, attorneys, insurance agents, bankers

PREREQUISITES
None

COURSE PRODUCER
Werner-Rocca Seminars LTD

CPE CREDITS
8.0

LEVEL
Basic

This course is available to be scheduled as:

Group Live
 

Let's Roll!

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