BEPC's NAEPC Webinar Viewing Party: Do's and Don'ts of Estate Planning for Millennials

Date: Wednesday, May 11, 2022
Time: 3:00pm - 4:00pm
Location: Zoom - please see link in event information
Speaker: Christine S. Wakeman, JD

About the Program

Millennials are taking over. They now make up the largest living generation in the world and the largest portion of the United States workforce.  The first half of this presentation will provide you an overview of trends in education, employment, family, and marriage for Millennials. The second half of the presentation will provide the audience a list of specific DOs and DON’Ts of interacting with Millennials regarding their property, families, trusts, and philanthropy. Along the way, participants will get some “milk” and learn certain tips regarding how to speak like and communicate with a Millennial

About the Speaker

Christine Wakeman is a shareholder in the Wealth Preservation Group at Winstead in Dallas Texas. She is fellow of the American College of Trusts and Estates Counsel (ACTEC) and is board certified in estate planning and probate law by the Texas Board of Legal Specialization. She focuses her practices on translating the complexities of the Internal Revenue Code, Texas Trust Code, and Texas Estates Code to a wide range of clients from stay-at-home parents, to teachers, to engineers, to corporate CEOs.

Continuing Education

Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact prior to attending your first program if you have any questions with regard to the availabililty of credit. 

Zoom Link
Meeting ID: 827 1577 5458
Passcode: 837533

See Upcoming Event Calendar