Estate and Financial Planning for the Baby Boomers

Course Details

Date

Wednesday, August 29, 2018

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

View Map

Course Number

BABY

CPE Credit

8.0 hours CPE credit

Instructor

Arthur J. Werner

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

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.

Highlights

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 non-traditional domestic partners)
Retirement planning issues
The changing workplace
Future issues

Objectives

At the end of this course you will be able to:

List specific planning needs for the baby boomer client.

Designed For

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

Registration for this course has passed.

Course Pricing

Early Registration Member Fee Applicable if you are a HSCPA member in good standing and register by August 14, 2018.	$275.00
Member Fee Applicable if you are a HSCPA member in good standing.	$325.00
Early Registration Non-Member Fee Applicable if you are not a HSCPA and register by August 14, 2018.	$425.00
Non-Member Fee Applicable if you are not a HSCPA member.	$475.00
Neighbor Island Discount Applicable for Neighbor Island members in good standing	-$75.00
Associate Neighbor Island Discount Applicable for Associate Neighbor Island members in good standing	-$25.00
Your Price	$475.00