Estate and Financial Planning for Generations X and Y

Description

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

Provider
Werner-Rocca
Course Level
Basic
Professional Area of Focus
Tax
CPE Field of Study
Taxes
8
Who Should Attend
CPAs, EAs, attorneys, finance professionals, financial planners, bankers, and insurance agents
Instructor(s)
Arthur Werner
Prerequisites

None

Advanced Preparation

None

Location
 
Loyola University Maryland Graduate Center Columbia Campus
8890 McGaw Rd
Columbia, MD 21045 US
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When
Oct 25, 2019
8:00 am - 3:30 pm EDT
Location
Loyola University Maryland Graduate Center Columbia Campus
8890 McGaw Rd
Columbia, MD 21045 US
Total CPE Credits
8
Format
In-Person
Instructor
Arthur Werner

MEMBER


$ (% off)
$270.00
Price includes $50 early registration discount(s) - expires 09/27/2019
Price increases to $320.00 on 09/28/2019

NON-MEMBER


$ (% off)
$370.00
Price includes $50 early registration discount(s) - expires 09/27/2019
Price increases to $420.00 on 09/28/2019
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Estate and Financial Planning for Generations X and Y


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