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From: "InvestmentNews Events" <investmentnewsevents@e.ccialerts.com>
Date: Mon, 22 Sep 2014 15:48:42 -0000
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ReplyTo: "InvestmentNews Events" <support-b9hgzpkav54hkjauzb7r6bwbjug5rr@e.ccialerts.com>
Subject: WEBCAST TOMORROW – How to work with millennials and the next generation of investors
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 | How to work with millennials and the
next generation of investors Tuesday, September 23, 2014
4:00 p.m. - 5:00 p.m. ET Millennials are in line to inherit - by some estimates - nearly $30 trillion from baby boomers over the next decade - a great opportunity for advisers. But Millennials aren't at all like their Baby Boomer parents. What's important to them is different, how they communicate is different and their financial goals and dreams - while perhaps still developing - are different. It's not business as usual. Tapping into their real-world experience, our panel of experts will provide insight into how to work with the next generation of investors, including: - Who are millennial investors?
- What makes them different than Baby Boomers?
- How can advisers market to millennials?
- How much should advisers worry about the robo adviser movement?
Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit. Attendees may submit questions before and during the live event.
A free and invaluable resource. Sponsored by: | |
MODERATOR
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| Greg Crawford
Deputy Editor
InvestmentNews |
PANELISTS
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| Sophia Bera, CFP®
Founder
Gen Y Planning | | 
| Kate Holmes, CFP®
Founder
Belmore Financial | | 
| Ted Jenkin
Co-founder and
Co-CEO oXYGen
Financial | | |  | |
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