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

Course Details

Date

Friday, July 12, 2024

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

Course Number

EPXY

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Basic

Vendor

Werner-Rocca Seminars, Ltd.

Prerequisites

None

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

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by July 2, 2024.

$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 2, 2024.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $300.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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