Overview:
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.
Objectives:
Discuss specific planning requisites tailored to the Generation X and Y demographic.
Major Topics:
- 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.
Major Topics:
- 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.
Designed For:
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Prerequisites:
None