Estate and Financial Planning for the Soon Retiring Baby Boomer Client

Description

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

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

None

Advanced Preparation

None

Location
 
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
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When
Sep 24, 2019
8:00 am - 3:30 pm EDT
Location
Loyola Graduate Center
2034 Greenspring Dr
Lutherville-Timonium, MD 21093 US
Total CPE Credits
8
Format
In-Person
Instructor
Anthony Rocca

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Estate and Financial Planning for the Soon Retiring Baby Boomer Client


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