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Financial Learning Skills for Younger Clients

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Live Webinar NONE


Experience Level Course ID CPE Credits Author
Overview WR-219.LW Art Werner

Financial Learning Skills for Younger Clients

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



  • 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.



  • Teaching children to establish goals
  • Explaining the concept of “time value of money”
  • Unilateral parental actions
  • College financial planning—costs and alternatives
  • Common financial planning mistakes made by prior generations that Generations X, Y, and Z should be taught to avoid
  • Dynasty trusts
  • Risk management issues


Event Properties

Event Date 12-10-2018
Event End Date 12-10-2018
Individual Price $34.50
We are no longer accepting registration for this event
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