Spring South Bay I-Forum Workshop

February 26, 2020 7:30 am - 1:45 pm

The Westin San Jose

Organizer: The Financial Services Network [email protected]
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After last quarter’s theme on Longevity, we will shift our focus to the different generations we serve with a highlight to the Millennial generation. Please join us for custom presentations from our strategic partners that help us understand how Millennials are different than the current Baby Boomer and Gen X clients we traditionally serve. We will highlight their demands for ESG models, how you can assist with their career development, discuss how older millennials are adapting to the suburbs and child rearing demands, and how portfolio management is changing with them at the helm of more and more companies. In addition, we will have a working lunch focused on technology and “what you might not know” about the day to day technology you are using. Please take a look at our agenda and join us for an action-packed day that will mean as much to you as it will to the clients you support.

The registration deadline has passed.