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Millennials to Boomers: Better High-Net-Worth Planning by Generation

Session Speakers
Session Description

Why Attend
Gain fresh, data-driven insights into the factors that affect how each generation makes investment decisions, and discover how to translate these into action.

Session Details
Each generation has unique experiences that imprint and influence money and investing habits. The differing perspectives of millennials, Gen X, and baby boomers affect their investing knowledge, degree of trust of experts, and financial philosophies. Using recent insights from two custom case studies of over 6,000 American investors, you’ll receive guidance from successful financial advisors about how to turn insights into action. This session explains:

  • The defining traits of the past three generations
  • How these traits translate into distinct financial attitudes and behaviors
  • Clear steps you can take to more effectively connect with prospects and existing clients in each generation

Additional Information
CE-1.5 hrs, CPE-1.5 hrs, CIMA-1.5 hrs
Education Session
1h 15m
Sponsored By


Booth: 463
Session Schedule