[WEB] Estate and Financial Planning for the Soon Retiring Baby Boomer Client

Course Details

Date

Monday, July 31, 2023

8:30am – 12:00pm
(Registration: 8:30am)

Course Number

BABY4

CPE Credit

4.0 hours CPE credit

Instructor

Arthur J. Werner

Level of Knowledge

Intermediate

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

Basic knowledge of Estate and Financial Planning and a basic knowledge of retirement issues.

Description

LINK AND INSTRUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

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 nontraditional 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 July 20, 2023.	$150.00
Member Fee Applicable if you are a HSCPA member in good standing.	$200.00
Early Registration Non-Member Fee Applicable if you are not a HSCPA and register by July 20, 2023.	$300.00
Non-Member Fee Applicable if you are not a HSCPA member.	$350.00
Your Price	$350.00