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CPE Seminar: Estate Planning for Parents of Millennials


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Boomers”, 50-65 year-old clients are now being referred to affectionately as the “Sandwich Generation”. People in this age range are flanked by elderly parents and young adult children, each of whom require specific financial needs. Managing aging parents who are entering nursing homes and care facilities requires specific financial arrangements that can be difficult to address with elderly family members. Parenting young adults in the “Millennial” generation comes with its own dilemma, ensuring that they are financially stable and prepared when their parents wish to start taking advantage of transferring assets.

Provided by Approved Program Sponsor
State Board of Accountancy - Bureau of Professional and Occupational Affairs

This FREE one-hour CPE credit panel discussion will specifically address the estate planning and financial needs of 50-65-year olds from the perspective of an attorney, accountant, and financial planner. The discussion will focus on how accountants and financial planners can ensure they are providing their clients with appropriate guidance.

James A. Ritter, Esq., Gross McGinley, LLP
Andrew Werner, CPA, Werner & Co. CPAs
Jeff McElhaney, Jr., CFP®, AAMS®, Edward Jones Investments

We are offering this seminar free of charge. However, space is limited. Please register by May 8, 2018.