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Millennials, Money and the Happiness Factor

Session Speakers
Session Description

Why Attend
Join Wayne Badorf, Head of Intermediary Sales, Wells Fargo Asset Management for an exclusive screening and discussion of our findings published in our 2017 Millennial Study. The findings will give insight into engagement and communication tactics you and your team can use to help Millennials build healthier and happier relationship with their financial lives.

Session Details
In this presentation, Wells Fargo Asset Management will provide a renewed assessment on working with Millennials, the $30 trillion generation of opportunity. You will:

  • Get to know Millennial aspirations and motivators
  • Learn about the need to integrate social impact investing into the millennial investment portfolio and how to make practical applications in your practice
  • Understand the connections between career aspirations and financial well-being and some of the mistakes often made with career Millennials
  • Hear Millennials’ perspectives on how happiness and purpose affect their decision-making and why they want financial guidance that listens to them first

Additional Information
Not Approved for Credit
Showcase Stage Presentation
30m
Session Schedule