Investing for Young Adults  

Planning for the next generation includes both estate and gift planning strategies as well as helping the next generation get a financial head start. The younger a taxpayer begins investing, the greater the benefit they will receive from compounding investment returns. The best way to start a taxpayer investing young is when they receive financial education at home and when their parents or grandparents can help them at the youngest age possible. This short course gives some strategies for helping the next generation financially, starting at a very young age. Spidell's Federal Taxletter supplied materials used for this course.

This overview course may be appropriate for professionals at all organizational levels.

Checkpoint Learning is committed to bringing innovative solutions to you, now including nano-learning! As per NASBA Standards, a nano-learning course is a 10-minute, electronic, self-study course in which you are eligible to earn 1/5 (or 0.2) CPE credits.

At this time, nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts nano-learning, you can ask your state board or visit the NASBA registry: (nasbaregistry.org).