0 item(s) ($0.00)
Special Items
Become a CFA Boston Member
Programs & Events
Other Services
Event Details

Event Registration - Meet Up - Millennials to Boomers: Better High-Net-Worth Planning by Generation

Thursday, April 25, 2019
12:00 PM - 1:30 PM Eastern Daylight Time
Millennials to Boomers: Better High-Net-Worth Planning by Generation

Please join us on April 25 to learn about generational investing and the unique experiences that imprint and influence money and investing habits.

Our presenter will share fresh, data-driven insights into the factors that affect how each generation makes investment decisions. Using recent insights from two custom case studies of over 6,000 American investors, you'll receive guidance from successful financial advisors about how to turn insights into action.

Topics to be addressed will include:
  • The defining traits of the past three generations
  • How these traits translate into distinct financial attitudes and behaviors
  • Financial and emotionally acute life events
  • Clear steps you can take to more effectively connect with prospects and existing clients in each generation and lifestage

Speaker: Mike Van Wyk, Capital Group

Mike Van Wyk is a senior market research manager at American Funds, part of Capital Group. He has 20 years of industry experience and has been with Capital Group for two years. Prior to joining Capital, Mike was director of global strategy development and advanced research methods at Procter & Gamble. He holds an MBA from the University of Texas in Austin and a bachelor's degree in horticulture from Michigan State University. Mike is based in Los Angeles.

Please note, attendees are asked to bring their own lunches. There is no charge for Members for this event, however registration is required since space is limited to the first 50 registrants.

Wells Fargo Connections
125 High Street
14th Floor
Boston, MA 02110
Description: Registration is complimentary for members.
Non-Members: $10.00

You must be logged in to register. After logging in your browser will return to this page.