Estate and Financial Planning for Generations X and Y
Monday, June 03, 2024
8:00am - 3:30pm (opens at 7:30 AM) EST
8Credits
Technical Business
Registration is Open
Members
$295.00 Regular Price
Non-Members
$395.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MAEPXYWS
Level: Basic
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
The landscape of estate and financial planning challenges pertinent to Generations X and Y (individuals born after 1964) is expansive. This course introduces a fresh perspective on the multifaceted issues professionals might confront while strategizing for their Generation X and Y clients and executing those strategies.Objectives:
Discuss specific planning requisites tailored to the Generation X and Y demographic.Presenters:
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Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
- Insight into the intricacies of the Generation X and Y market.
- Deconstruction of estate and financial planning missteps commonly observed within Generations X and Y.
- Profound understanding of the distinctive necessities characterizing Generations X and Y.
- Analysis of factors exerting influence on estate and financial blueprints for Generations X and Y.
- Addressing unique considerations (e.g., nontraditional domestic partnerships).
- Navigating the intricacies of retirement planning within this demographic.
- Tackling the intricacies of funding education aspirations.
- Navigating the evolving landscape of the workplace.
- Anticipating forthcoming challenges and trends.
Major Topics:
- Insight into the intricacies of the Generation X and Y market.
- Deconstruction of estate and financial planning missteps commonly observed within Generations X and Y.
- Profound understanding of the distinctive necessities characterizing Generations X and Y.
- Analysis of factors exerting influence on estate and financial blueprints for Generations X and Y.
- Addressing unique considerations (e.g., nontraditional domestic partnerships).
- Navigating the intricacies of retirement planning within this demographic.
- Tackling the intricacies of funding education aspirations.
- Navigating the evolving landscape of the workplace.
- Anticipating forthcoming challenges and trends.