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CANCELLED: Estate and Financial Planning for the Soon Retiring Baby Boomer Client (17WL03-14)

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
  2. To provide the practitioner with a complete understading of the specific planning needs for the baby boomer client.
Major Topics
  2. Understand what the baby boomer market is
  3. Estate and financial planning mistakes made by the baby boomer
  4. How to determine and/or capitalize needs
  5. Understanding risk management issues
  6. Factors affecting the estate and financial plan
  7. Understanding the three core areas of a financial plan
  8. Understanding special issues (such as nontraditional domestic parters)
  9. Retirement planning issues
  10. Education funding
  11. The changing workplace
  12. Future issues
Course Level
Basic
CPE Field of Study
TBD
Location
LIVE- ONLINE WEBCAST
Event Information
When
Jul 25, 2014
8:00 am - 3:30 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
8
Format
Webcast Replay

Register for this Event

CANCELLED: Estate and Financial Planning for the Soon Retiring Baby Boomer Client (17WL03-14)

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