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|Instructional Method||Advanced Preparation||Program Prerequisites||Field Of Study|
|Experience Level||Course ID||CPE Credits||Author|
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.
|Event End Date||12-10-2018|