* Unless your firm has made specific arrangements, in advance, with ACPEN, this webcast is provided for individual viewing only. The viewing of this course by groups not registered with ACPEN is prohibited and in violation of the license granted by Business Professionals Network, Inc. and ACPEN. The issuance of CPE credit completion certificates for this event by any entity other than BPN or an authorized state CPA society is fraudulent. BPN reserves the right to pursue all criminal and civil legal remedies against unauthorized in-firm groups through law enforcement and state boards of accountancy to enforce its rights and those of affiliated state societies.
** Downloadable written materials included. Course materials may be lengthy and, in some cases, may be purchased for an additional fee, plus shipping and handling, as part of the purchase process.
Estate and Financial Planning for the Baby Boomer Client
Length: 4 hours
CPE Credits: 4 hours
*A Live Webcast Replay™ is a web cast replay of an earlier event, with panelists standing by, in real time, to respond to participant questions. The Live replay includes all original content and materials. This format allows for Live CPE credit.
This course is sponsored by the Business Learning Institute(BLI) who is listed on the NASBA Registry as sponsor number 108308.
Marketing Description:
The range of estate and financial planning issues with regard to the baby boomer generation is vast. This course takes a fresh look at the problems you may encounter in planning for the baby boomer client and carrying out those plans.
OBJECTIVES:
To provide the practitioner with a complete understanding of the specific planning needs for the baby boomer client.
HIGHLIGHTS:
* Understand the baby boomer market * Estate and financial planning mistakes made by the baby boomer * Understanding risk management issues * Factors affecting the estate and financial plan of the baby boomer * Understanding the three core areas of a financial plan * Retirement planning issues * Education funding * The changing workplace * Future issues
DESIGNED FOR: CPAs, financial planners, attorneys, insurance agents, and bankers
PREREQUISITE: None RECOMMENDED CPE: 4 credit hours FIELD OF STUDY: Estate/Financial Planning COURSE LEVEL: Intermediate INSTRUCTOR: Anthony Rocca Esq. and Arthur Werner, J.D., MST
Anthony is currently a shareholder in the law firm of Werner & Rocca, P.C. His areas of practice include corporate and business transactions, tax and estate planning and asset protection. He received his Bachelor of Arts in Political Science from the Pennsylvania State University. He holds a J.D. in Law from Temple University.
A member of the Pennsylvania and New Jersey Bars, Anthony lectures extensively in the areas of protection of assets, preservation of wealth and other tax matters. He has presented well in excess of 200 seminars over the past decade to various state accounting societies and other organizations, including stock brokerage houses, financial planners and insurance agents.
Arthur Werner, J.D., MST
Art is currently a shareholder in the law firm of Werner & Rocca, P.C. His areas of practice include business, tax, financial, and estate planning for high net worth individuals. In addition to the practice of law, Art is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. He received his Bachelor of Science in Accounting and his Master of Science in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
A member of the Pennsylvania Bar, Art lectures extensively in the areas of estate planning, financial planning, and estate and gift taxation. He has presented in excess of 500 seminars to certified public accountants and financial planners over the past decade. He has been rated as having the highest speaker knowledge in Pennsylvania by the Pennsylvania Institute of CPAs, earned the AICPA Outstanding Discussion Leader Award in Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
