As an advisor, you face a rapidly changing client landscape as wealth continues to shift from one generation to the next. Whatever you think of the younger generations—they’re lazy, entitled, glued to their phones—the fact remains that $24 trillion in wealth will transfer to them by 2030. They’ll need help. Introducing yourself to your clients’ heirs early and genuinely is the key to retaining that business.

In this session we'll share insights that will help you better understand Gen Xers and millennials, including how they view investing and investment advice. We'll discuss some practical strategies that will help you engage Gen Xers and millennials, and better position you to attract your clients' children who will be your next generation of clients.

Continuing Education
The continuing education sponsor for this session is Vanguard.

Agenda
7:40 am - Community Building Breakfast
7:55 am - Chapter Meeting
8:00 am - Program Begins
9:00 am - Program Concludes