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Surgent's Raising Financially Capable Children

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Webcast

2.00 Credits

Member Price $99.00

Non-Member Price $149.00

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. Often, their first contact is to their accounting and financial professionals, so it is important to be able to provide a framework to help teach clients how to prepare their children for life with privilege.

This course is designed for all practitioners who want to help their clients navigate the process of teaching the next generation about personal finances. Because every family and child are different, it is critical to develop a specific plan for each client, and likely each child and grandchild. By working with their clients’ descendants, accounting and finance professionals not only build rapport and trust but also get to know the children and grandchildren, building firm value and long-term connection.

  • Course Instructor: Clint Greenleaf
  • 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

    Prerequisites

    None

    Designed For

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

    Objectives

    • 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

    Preparation

    None

    Notice

    This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by Surgent. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.

    Non-Member Price $149.00

    Member Price $99.00