Financial Learning Skills for Younger Clients (ondemand webinar®)

  • Credits: 1
  • Format: OnDemand Webinar
  • Field of Study: Specialized Knowledge
  • Author/Speaker: Werner | Rocca

Course ID: Advanced Preparation: Experience Level:
WR-219.OD None Overview
Published Date: Program Prerequisites: Other Course Formats:
© April 2020 General Understanding of Management Self-Study Audio | OnDemand Webinar | Live Webinar


Globalization, a changing job market, poor savings habits, and high rents and home prices are forcing young adults to stay in the “nest” well into their 30s. Even those who do initially leave often “boomerang” to the old homestead because of job, divorce, or financial problems.

Topics include:

  • This presentation addresses client concerns for the financial well-being of their children and grandchildren by integrating federal taxation with overall financial planning.
  • The course will explore strategies related to the central financial tactics of building wealth, preserving capital, distributing the estate.

Who Should Attend:

  • All Certified Public Accountants (CPAs)

Qualifies and Approved with All State Boards of Accountancy and the following sponsorship’s: