Embracing Childfree People - How Financial Planners Can Better Support Their Childfree Clients

Approximately 25% of the U.S. 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 clients 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.

In this presentation, Dr. Jay Zigmont, PhD, MBA, CFP®?, founder of Childfree Wealth, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people, can share the financial nuances of working with the childfree community and how financial planners can better service that audience.

Learning Objectives:

• Define what it means to be Childfree and explore the characteristics of this population.
• Identify 10 ways being Childfree impacts life and financial planning.
• Evaluate how systems and processes may need to adapt to better serve Childfree individuals.