Estate and Financial Planning for Generations X and Y

Overview

The landscape of estate and financial planning challenges pertinent to Generations X and Y (individuals born after 1964) is expansive. This course introduces a fresh perspective on the multifaceted issues professionals might confront while strategizing for their Generation X and Y clients and executing those strategies.

Objectives

At the end of this course, you will be able to: Discuss specific planning requisites tailored to the Generation X and Y demographic.

Highlights

Insight into the intricacies of the Generation X and Y market.

Deconstruction of estate and financial planning missteps commonly observed within Generations X and Y.

Profound understanding of the distinctive necessities characterizing Generations X and Y.

Analysis of factors exerting influence on estate and financial blueprints for Generations X and Y.

Addressing unique considerations (e.g., nontraditional domestic partnerships).

Navigating the intricacies of retirement planning within this demographic.

Tackling the intricacies of funding education aspirations.

Navigating the evolving landscape of the workplace.

Anticipating forthcoming challenges and trends.

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Prerequisites

none

Preparation

none

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Leader Bios

Arthur Werner, President, Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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