[WEB] Estate and Financial Planning for Generations X and Y

Description

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

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.

Highlights

• 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.

Objectives

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

• Discuss specific planning requisites tailored to the Generation X and Y demographic.

Designed For

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