Advanced Financial Planning for Retirees and Seniors
Instructor: Leon Hiracheta LUTCF, FSCP
3 hours General CE
According to the US Census Bureau, roughly 10,000 Baby Boomers reach retirement age every day!
If you’re not prepared to work with this 17% segment of the US population, you could be missing out on the estimated 30 to 68 trillion-dollar legacy that is now being passed to future generations.
This may be the largest transition of wealth in history.
Taxes for retirees, wills, trusts and the new generational transfer rules are just some of the subjects that we will discuss during our three-hour course. Protecting yourself when working with seniors and protecting your clients from abuse will be discussed, including several real-life case studies. We will touch on what’s important to your senior clients such as protecting themselves from making mistakes with their Social Security, RMD’s, charitable giving and the looming estate and gift taxes.
This is an advanced and interactive class where you will gain insight into your legal and moral obligations when working with the fastest-growing segment of the American population.