Course ID: BABY

Estate and Financial Planning for the Soon Retiring Baby Boomer Client

The range of estate and financial planning issues about the baby boomer generation is vast. This course takes a fresh look at the problems the practitioner may encounter in planning for the baby boomer client and carrying out those plans.


LEARNING OBJECTIVES
  • List specific planning needs for the baby boomer client.

MAJOR TOPICS
  • Understand what the baby boomer market is
  • Medical and health care issues
  • Long term care issues
  • How to determine and/or capitalize needs
  • Understanding risk management issues
  • Factors affecting the estate and financial plan
  • Understanding special issues (such as nontraditional domestic partners)
  • Retirement planning issues
  • The changing workplace
  • Future issues

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

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
 

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