The Future of Financial Planning - through the eyes of the millennials

1
Main
10/13/2016
2:15 PM - 3:05 PM
Financial planning is changing rapidly, and only shows signs of speeding up. The next generation of financial planners have begun their takeover of the profession, and we must find a way to pass it down to them while not forcing the recreation of the wheel. During the discussioin, you will hear from a firm owner that employs millennial advisors, a millennial advisor employee, and a millennial firm owner. What do they see as the future of the profession? What do they need to be successful? How will financial planning change under their watch?

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