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Tuesday, November 26, 2024 Live Webcast

Raising Financially Capable Children (X1-RFC2-2024-01-WEBNR-331-01)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

This course focuses on the main elements of financial education and will help accounting and finance professionals guide their clients, and their clients’ children, through a personalized teaching roadmap. Clients with wealth face questions about how to teach their children about money to raise financially capable children.

DESIGNED FOR

Accounting and finance professionals who want to help clients better prepare the next generation

BENEFITS

  • Understand the importance of financially capable children
  • Be familiar with the basic elements of financial education
  • Be able to deal with the most common questions and answers
  • Recognize how to build a stronger relationship with clients

HIGHLIGHTS

  • Discussion of the importance of a financial education for the next generation
  • Understanding a client’s financial values
  • Determining a client’s financial literacy
  • Helping clients develop a teaching roadmap
  • Using knowledge to protect against entitlement
  • Developing a knowledge base for the information, including a full list of recommended books on the topic and games for families to play
  • Discussion of specific topics, including tips and tricks related to:
    • Allowances
    • Earning, work, and entrepreneurship
    • Spending, saving, and investing
    • Philanthropy
    • Taxes
    • Credit cards

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

INSTRUCTOR

Clint Greenleaf

Clint Greenleaf

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on November 26 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

Surgent