CANCELLED: Estate and Financial Plann ing for the Soon Retiring Baby Boomer (110013-14)
Description
The range of estate and financial planning issues with regard to 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.
Learning Objectives
To provide the practitioner with a complete understading of the
specific planning needs for the baby boomer client.
Major Topics
Understand what the baby boomer market is
Estate and financial
planning mistakes made by the baby boomer
How to determine and/or
capitalize needs
Understanding risk management issues
Factors
affecting the estate and financial plan
Understanding the three core
areas of a financial plan
Understanding special issues (such as
nontraditional domestic parters)
