Financial Planning Transitions for Different Generations: Touchstones, Tasks & Teaching Strategies
1 CEU for AFCPE® Professionals
We know generations vary in some key ways based on formative experiences - and that includes personal finance. In this webinar, our three facilitators will focus increasing participant's knowledge about characteristics of generations by exploring generational personal finance practices. We will discuss generational personal finance action steps and generational financial education resources. The first part of the webinar sets the stage with information about the characteristics of generations. In the second part, the focus zooms in on personal finances practices and the ways that generational experiences influence.
Date: October 31, 2017
Time: 11-12:30PM EST
Event Category: webinar