Serving Young Professionals – An Inflection Point in Human Progress

By Russell Kroeger, CFP®, EA

Dec 16
Presenting at 2018 FPA NorCal
Millennials are the largest generation in the United States and stand to inherit trillions of dollars in the coming decades. Serving young professionals is a growing segment and concern.
Considering the technological and social forces affecting Millennials, Financial Planners have a unique opportunity to impact our society by serving this generation as they become the future leaders of the world.
Using research from their three-step framework for serving Millennials from the September issue of the JFP and anecdotes from their work with young professionals, Yusuf and Russell will facilitate a discussion on why it is necessary for our profession to engage Millennials and how to do so effectively.



About the Author

Explorer of life, ideas, possibilities, and limitations. Nothing of me is original, I am the combined effort of everyone I've ever known. #UtProsim