Keith Weber, CFP(R), CPRC, Founder, Rethinking Retirement Institute
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.