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A Generational Approach to Retirement Planning

We all know the baby boomers have changed what it means to be retired, but so have the Silent, G.I. and Lost generations before them, and so will Generation Jones, Gen X and the Millennials going forward. What you may not know is that each generation brings with it a cyclical pattern of attitudes a
We all know the baby boomers have changed what it means to be retired, but so have the Silent, G.I. and Lost generations before them, and so will Generation Jones, Gen X and the Millennials going forward. What you may not know is that each generation brings with it a cyclical pattern of attitudes and beliefs that influence how they view the world and how they approach retirement and investing. This session will examine the formative experiences of various generations, how they shape your client’s attitudes and beliefs, and how you can use that knowledge to develop stronger and deeper client relationships.
Recorded Oct 31 2012 58 mins
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Presented by
Keith Weber, CFP(R), CPRC, Founder, Rethinking Retirement Institute
Presentation preview: A Generational Approach to Retirement Planning
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  • Title: A Generational Approach to Retirement Planning
  • Live at: Oct 31 2012 5:00 pm
  • Presented by: Keith Weber, CFP(R), CPRC, Founder, Rethinking Retirement Institute
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