Traditionalists, Baby Boomers, Generation X and Millennials have very different attitudes, values and biases about money and retirement. They also have very different communication styles. An approach that works with one generation often fails with another. In this session, participants will learn to differentiate generational attitudes, values and characteristics surrounding finances and their impact on the financial planning process. They will identify different generational communication styles, and will take away tips and guidelines for effective planning and communication with each generation.

Speaker: Amy Lynch

Complexity Level: Overview