Course ID: BABY

Estate and Financial Planning for the Soon Retiring Baby Boomer Client

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.


LEARNING OBJECTIVES
  • To provide the practitioner with a complete understading of the specific planning needs for the baby boomer client.

MAJOR TOPICS
  • 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

DESIGNED FOR
CPAs, EAs, financial planners, attorneys, insurance agents, bankers

FIELD OF STUDY
Specialized Knowledge & Application
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
 

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