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.
Identify and understand specific planning needs for the baby boomer client.
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
Professional Area of Focus
CPE Field of Study
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers