$0.00

The range of estate and financial planning issues about the baby boomer generation is vast. This course takes a fresh look at the problems the practitioner may encounter in planning for the baby boomer client and carrying out those plans.

Objectives

List specific planning needs for the baby boomer client.

Highlights

  • Understand what the baby boomer market is
  • Medical and health care issues
  • Long term care issues
  • How to determine and/or capitalize needs
  • Understanding risk management issues
  • Factors affecting the estate and financial plan
  • Understanding special issues (such as nontraditional domestic partners)
  • Retirement planning issues
  • The changing workplace
  • Future issues

Who Will Benefit

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

Credits

Category Amount
Tax 8.00

Leaders

  • Anthony J. Rocca

    Anthony is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and the State of New Jersey. His offices are located in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.

    Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions and other tax matters. He has presented more than 1000 eight-hour seminars to various state accounting societies and other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues. He has also presented numerous webinars and video presentations.

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