Financial Decisions Through a Generational Lens

11:00 AM - 12:00 PM

This session will explore how a client's age and experiences influence their financial decisions. A client's life experience can determine their risk tolerance, openness to non-traditional investments, inheritance for their children, and their philanthropic giving. Learn the differences and how you can tailor your communications and plans with your client's experiences in mind.

Learning Objectives:

  • Identify different generations and their experiences
  • Learn about the “generational personalities” paradigm and how it can be helpful when working with your clients
  • Learn about how those “generational personalities” affect philanthropy and other financial decisions