Financial Learning Skills for Younger Clients (scheduled)

  • Credits: 1
  • Format: Scheduled Webinar
  • Field of Study: Specialized Knowledge
  • Author/Speaker: Art Werner
Course ID: Advanced Preparation: Experience Level:
WR-219.LW None Overview
Published Date: Program Prerequisites: Other Course Formats:
© Nov 2015 Basic Understanding of Management Video | Audio | OnDemand 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.

This presentation addresses client concerns for the financial well-being of their children and grandchildren by integrating federal taxation with overall financial planning.

Topics include:
  • The course will explore strategies related to the central financial tactics of building wealth, preserving capital, distributing the estate.


Learning Objectives:

After reading the course material, you will be able to:

  • To provide the participant with financial and tax planning strategies for parents and/or grandparents so that they can “jump-start” their young children’s and grandchildren’s awareness of financial and tax planning.


Who Should Attend:
  • All Certified Public Accountants (CPAs)


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