[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
Registration for this course has passed.
Course Pricing
Early Registration Member Fee
Applicable if you are a HSCPA member in good standing and register by July 2, 2024. |
$150.00 |
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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 | $350.00 |