Estate and Financial Planning for the Soon-to-Retire Baby Boomer Client (MLC776A)


  Pre Recorded Webinar
  120 minutes

Create Customized Estate and Financial Planning Strategies for Soon-to-Retire Clients

The range of estate and financial planning issues with regard to the baby boomer generation is vast.

This session with expert speaker Arthur Werner takes a fresh look at the problems the practitioner may encounter in planning for the baby boomer client and carrying out those plans.

After attending this course you will be able to identify and create specific planning needs for the baby boomer client.

Session Highlights

NASBA & IRS Category of Study: Taxes

Level: Basic

Who Should Attend


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Faculty

Arthur Joseph Werner, JD, MS (Taxation), 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. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxa... More info

 


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Disclaimer: The content herein does not represent any association between IRS and Eli Financial LLC. IRS neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.
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