Head of Strategic Business Segments
Wells Fargo Funds
Head of Intermediary Distribution
Wells Fargo Funds
Most Millennial studies tell only half the story, focusing on dollars but overlooking humanity. That’s why our 2017 Millennial Survey brought the love, asking about happiness, priorities, and passions. The results revealed what makes Millennials tick and how they feel about financial advice.
Join the live CE-accredited webinar to learn:
• Why money-centric messages don’t resonate with Millennials
• Key findings on Millennial attitudes, challenges, and potential
• Actionable steps for capturing this generation’s attention now
Don't wait, register now! Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
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 Millennials, Money, and the Happiness Factor: Aligning Your Approach to Millennial Heart and Minds for 1 hour(s) of CE credit towards 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.
By submitting this form, you certify that you are a FINRA-registered investment professional or institutional sales professional.
This page is presented by WealthManagement.com. WealthManagement.com is owned by a third party unaffiliated with Wells Fargo. Wells Fargo is not responsible for the privacy or security policies at this site or other third-party sites that may be linked by this page or other pages on WealthManagement.com. We urge you to review the privacy and other policies of each website that you visit. Wells Fargo does not endorse and is not responsible for any ads that WealthManagement.com may place on this page or the content, products, advice, opinions, recommendations, or other material of third-party sites or other pages on WealthManagement.com.
Wells Fargo Asset Management (WFAM) is a trade name used by the asset management businesses of Wells Fargo & Company. Wells Fargo Funds Management, LLC, a wholly owned subsidiary of Wells Fargo & Company, provides investment advisory and administrative services for Wells Fargo Funds. Other affiliates of Wells Fargo & Company provide subadvisory and other services for the funds. This material is being prepared by Wells Fargo Funds Distributor, LLC, Member FINRA, an affiliate of Wells Fargo & Company. Neither Wells Fargo Funds Distributor nor Wells Fargo Funds Management holds fund shareholder accounts or assets. This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. 305023 11-17