SESSION 1 — 61 mins, credit 1.00
Dos and Don’ts of Estate Planning for Millennials (Jan 2020)
Millennials are taking over. They now make up the largest portion of the U.S. labor force, and it is time we started paying attention to them. Learn about some of the differences that distinguish millennials from prior generations and learn which estate planning strategies are particularly relevant for millennial clients.
Originally presented at: Dec 2019 Estate Planning Workshop