Head of Intermediary Distribution
Wells Fargo Asset Management
Editor in Chief
Millennials are estimated to inherit more than $33 trillion, creating an unprecedented opportunity as well as new challenges for advisors. Join Wayne Badorf, head of Intermediary Distribution, as he reveals surprising research on what drives Millennials’ investment decisions.
Join the live CE-accredited webinar on Wednesday, July 11, at 2 p.m. ET to learn:
• The important link for Millennials between money and happiness
• What Millennials expect from an advisor
• Key tips and tools for maximizing Millennial interactions
Take the first step in capturing the opportunity. Register for our complimentary webinar and start making stronger Millennial connection
The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted PROGRAM for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.
LIVE EVENT ONLY: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.
Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch ON DEMAND shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.