NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
Estate and Financial Planning for the Soon Retiring Baby Boomer Client

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Online Registration Form

Date: June 15, 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 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 Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Course Level Basic
Prerequisites None
Course IDBABY
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