Financial Planning for Childfree Clients

1.0 CE per the CFP Board*

About the Webinar

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 for 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

Upon completion of this program, participants will be able to:

1. Identify the financial planning considerations that distinguish childfree clients from clients whose planning objectives include raising children and transferring wealth to future generations.
2. Differentiate planning strategies that are more relevant for childfree individuals and couples, including retirement income planning, long-term care planning, estate planning, charitable giving, and social support planning.
3. Evaluate traditional financial planning recommendations to determine when they may be less applicable to childfree clients and develop planning approaches that better align with clients’ personal goals, values, and life circumstances.

About Kelley Long, CPA, PFS, CFP® 

Kelley C. Long, CPA/PFS, CFP® is a Tucson-based financial coach, writer and popular speaker on various financial planning topics. She is a frequent author on personal finance topics, host of the Financial Bliss with Kelley Long podcast, as well as the creator and narrator of the “Navigating Financial Stress” series, featured on the Calm app. Her book, “But Who Will Take Care of You When You’re Old? Financial Planning for Life Without Kids,” will be released February 2, 2027 by Wiley Publishing