Estate & Financial Planning for Gen X and Y
October 17th, 2024 - October 17th, 2024 @ 8:45 am-4:15pm
| Member Price | $359 |
| Non-Member Price | $429 |
| If you are a member, please login to activate member pricing. | |
Credits
8Description
Format TBD:
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 Generation X and Y clients an executing those strategies.
Objectives
Provide financial planners and advisors with tips and tools for assisting clients with retirement planning tailored to the Gen X and Y demorgraphic.
Major Subjects
- Insights into the Gen X and Y market
- Deconstruction of estate and financial planning missteps commonly observed within Gen X and Y
- Profound understanding of the distinctive necessities characterizing Generations X and Y
- Analysis fo factors exerting influence on estate and financial blueprints for Generations X and Y.
- Addressing unique considerations ie. 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.