Estate and Financial Planning for Generations X and Y

Description

Estate and financial planning for Generations X and Y requires an understanding of evolving financial priorities, workplace dynamics, and nontraditional family structures. This course provides a focused overview of key planning considerations for individuals born between 1965 and 1996, emphasizing practical strategies to address their unique needs.

Participants will explore common planning errors, retirement and education funding considerations, and the impact of changing economic and workplace trends. The course also examines planning strategies for nontraditional relationships and emerging challenges affecting these generations, with an emphasis on applying concepts to real-world client planning scenarios.

Highlights

• Planning considerations for Generation X and Y
• Common estate and financial planning errors
• Retirement planning strategies and challenges
• Education funding considerations
• Nontraditional relationships and family structures
• Workplace and economic trends impacting planning 

Objectives

• Identify key estate and financial planning considerations for Generation X and Y
• Recognize common planning errors and risks affecting these client populations
• Analyze retirement and education funding considerations for Generation X and Y
• Evaluate planning considerations for nontraditional relationships and family structures
• Assess the impact of workplace and economic trends on financial planning decisions 

Designed For

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