Active Wealth Millennials & Their Impact on Wealth Management
Organization:
Phoenix Marketing International
Category:
Business
Geographical Area:
New York
Start
Date:
6/3/2015
End Date:
6/3/2015
Start Time:
8:00 AM
End Time:
10:30 AM
Event
Info:
Join Us for Breakfast & a Discussion on The Emerging Generation of Millennial Investors that will Transform Wealth Management
What Will You Learn By Attending?
*How do you reach and retain them? *What are their needs, behaviors, and investing values? *How do they differ from the established Boomer investors? *What are their expectations for managing their wealth? *What tools and online platforms appeal to them? *Will they embrace the new robo-advisors?
Agenda: 8:00 Breakfast & Networking 8:30-9:00 David Thompson Presents: Active Wealth Millennials: Current Wealth Management Platform & Outlook 9:00-10:30 Panel discussion moderated by Suleman Din, with David Thompson, Jake Wazorko, and Frank A. Pleticha
Event includes complimentary admission and hot breakfast. Space is limited - register to secure your seat!
About Our Panelists:
- David M Thompson (panelist), Managing Director of Phoenix's Affluent Practice
- Frank A Pleticha (panelist) Senior Research Manager on the Client Experience & Strategic Insights team for Ameriprise Financial. His passion is cross-generational insights studies to drive thought leadership and marketing strategy.
- Jake Wazorko (panelist) Active Millennial Investor
- Suleman Din (moderator) Senior Digital Editor at Source Media Investment Advisory Group, Managing Editor. Money Management expert.
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