Scheduled Times are Eastern Time Zone

Financial Learning Skills for Younger Clients

Course ID: CPE Credits Field Of Study Author or Speaker:
EWTFM-U-01413-19-O  01 Credits   Taxes  Art Werner
Instructional Method: Advanced Preparation: Program Prerequisites: Experience Level:
 Group Internet Based   None   None   Basic 





Course Description:

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 12-01-2020 11:00 am
Individual Price 25.00
Categories Federal Tax Updates,Moderated Webinars

Group Rate

#Registrants Rate/Person($)
5 21.05
10 17.10
20 13.15


Art Werner

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