Super Session 15: Working Effectively with Multigenerational Families

Date: 
Monday, May 1, 2017 -
3:00pm to 4:15pm
Speakers: 

Session type:

There are currently five generations in the U.S. over the age of 21, each bringing their own perspectives to family, finances, and philanthropy. As advisors, how can we attract the interest of multigenerational clients as well as retain the next generation of current client families?  Join multigenerational expert Sharna Goldseker to learn tools for effective communication with clients across generations, gain practice with values-based conversation starters, and look at research illustrating how charitable giving is one method capturing the attention and engagement of next gen clients in particular.