Estate and Financial Planning for Generations X and Y

Overview

The estate and financial planning landscape for Generations X and Y (individuals born between 1965 and 1996) presents a broad array of challenges and considerations. This course provides a fresh perspective on the unique issues professionals encounter when developing strategies tailored for this demographic. Participants will gain insight into key factors affecting these generations, from estate planning missteps to navigating retirement and education funding challenges.

Professionals will also explore how evolving workplace dynamics, nontraditional domestic partnerships, and future trends impact financial planning for Generations X and Y. By the end of this course, participants will be equipped with the tools and strategies necessary to address the specific needs of their Gen X and Y clients, ensuring they are prepared to meet their clients’ diverse financial goals.

Objectives

At the end of this course, you will be able to:

Discuss specific planning needs tailored to the Generation X and Y demographic.

Identify common estate and financial planning errors for Generations X and Y.

Analyze the factors that influence financial planning for Generations X and Y.

Address unique considerations, such as nontraditional domestic partnerships.

Navigate retirement planning intricacies for these generations.

Develop strategies for funding education aspirations.

Evaluate the evolving workplace landscape and its impact on financial planning.

Anticipate forthcoming challenges and trends in planning for Generations X and Y.

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.

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Prerequisites

None

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Leader Bios

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

Return to Top