Advocis Coffee Talks: Rethinking Millennials & Wealth

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On Sale 17 Jun 2021 at 10:30 AM
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Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members.

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Registration will open on Thursday, June 17, 2021

2021 Series - Episode twelve: Rethinking Millennials & Wealth

Over the next 5 – 10 years, Millennials will begin to benefit from the great generational wealth transfer, with an estimated total value of $1 trillion. For advisors, this means that the time to begin building relationships with this generation is now.

In this edition of Coffee Talks, Zainab Williams, Founder and Principal Financial Planner at Elleverity will offer insights into how to reach out to Millennials with affordable financial solutions which reflect the challenges they face, providing you with concrete solutions to start serving this key demographic in a transparent and meaningful way.

As always, Coffee Talks is exclusive to Advocis members only. Register today to reserve your spot!

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