Description
As the number of adults who identify as DINKs (Dual Income, No Kids) and SINKs (Single and No Kids) continues to grow, the need for financial plans that address those varying life paths and goals grows. This session covers the unique areas of focus of childfree clients, along with strategies to offer that go beyond the typical financial planning path toward retirement at 65 and transferring a large amount of wealth to the next generation.
Learning Objectives
Identify the unique planning considerations of clients without children; Differentiate the strategies and pitfalls that non-traditional life paths require; Determine areas of planning that require more focus and those that are less relevant