NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Estate and Financial Planning for Generations X and Y

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Online Registration Form

Date: June 14, 2018
Location: Mahoney State Park, Ashland
Course Time: 8:30 AM to 4:30 PM
Registration Begins: 8:00 AM
Summary
The range of estate and financial planning issues about Generation X (people born after 1964) is vast. This course takes a fresh look at the problems the practitioner may encounter in planning for their Generation X and Y clients and carrying out those plans.
Objectives
List specific planning needs for the Generation X and Y client.
Highlights
* Understanding the Generation X and Y market * Estate and financial planning mistakes made by Generations X and Y * Understanding the special needs of Generations X and Y * Factors affecting the estate and financial plans of Generations X and Y * Understanding special issues (such as nontraditional domestic partners) * Retirement planning issues * Education funding * The changing workplace * Future issues
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Course Level Basic
Prerequisites None
Course IDEPXY
Discussion LeaderAnthony Rocca, Werner Rocca
CPE Credit8 Hours
Additional Information: Parking and lunch are provided on-site.
Fee: $250 - Society Member
$280 - Society Nonmember
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635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731