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

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Date:
Thursday, April 25, 2019
Time:
12:00 PM - 1:30 PM Eastern Daylight Time
Please note registration is now closed. Walk-ins will be accomodated.

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.

Mr. Van Wyk 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. After formal comments, Michael will be joined by Sterling Shea, Global Head of Wealth and Asset Management at Dow Jones, for a lively fireside chat.

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


Speakers:

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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.

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Sterling Shea, Dow Jones
Sterling Shea is the Global Head of Wealth and Asset Management at Dow Jones. Over his 21 years at the firm he has held a variety of management positions. He has led Barron’s magazine’s coverage of the wealth management industry since the publication began ranking America’s top financial advisors over 15 years ago. Among his responsibilities, Mr. Shea oversees Barron’s wealth and asset management editorial content and live journalism programs geared toward elite professionals spanning the independent, consultant, and national full-service wealth management channels. He initiated Barron’s entry into the field in 2004. He is a graduate of Boston College and in 2015 he completed the graduate PLD business program at Harvard Business School.

Please note, attendees are asked to bring their own lunches. There is no charge for Members for this event, however registration is required.

Please note registration is now closed. Walk-ins will be accomodated.

Address:
MCLE New England
10 Winter Pl
Boston, MA 02108
Description: Registration is complimentary for members.
Non-Members: $10.00