The Millennial Investment

C (1)
C (1)
1:10 PM - 2:00 PM
Millennials have come of age during a time of economic uncertainty, political unrest, and technological innovation. Their unique experience has cauterized a perspective that shapes the way they communicate and the preferences they have for investing and financial planning services. Dr. Harness will examine the importance of understanding this large cohort and best practices to engage them. Learn how incremental adjustments in your practice can create sustainable growth and long-term succession.

Register for this Conference

Get ready for one of the largest networking events of the year