What You'll Learn
Approximately 25% of the US is Childfree or Permanently Childless and that number is growing. Childfree is defined as people who don't have children and never will have children. The challenge is that nearly all financial planning assumes you either have kids, or will have kids…
Approximately 25% of the US is Childfree or Permanently Childless and that number is growing. Childfree is defined as people who don't have children and never will have children. The challenge is that nearly all financial planning assumes you either have kids, or will have kids. Childfree people have unique considerations for their life, financial and estate plans that go well beyond just removing kids from the picture.
Join financial planner Jay Zigmont, who specializes in Childfree Planning, when he addresses these topics:
- Who are Childfree people? Everything starts with understanding this growing demographic, including what to do and what to not do with Childfree people.
- How does being Childfree impact life? Living a life of Childfree Wealth means you have time, money, and freedom to do what you enjoy. It can be almost too much freedom at some times, and means their financial plan constantly changes.
- How does being Childfree impact finances? Childfree people often embrace the concepts of FILE (Financial Independence, Live Early) and Die With Zero. What happens to your financial plan when retirement and passing on money is not the goal?
- What about estate planning for Childfree people? Estate planning can be a challenge without a next of kin. How can you build a system that supports Childfree people and embraces Die With Zero?
*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.