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Planning for the Next Generation of Affluence

Jan 19, 2016 3:15pm ‐ Jan 19, 2016 4:30pm

Credits: None available.


The next generation does not think about work and life through the traditional lens of retirement planning. Instead of waiting until their 60s, they desire more freedom, flexibility and meaning in their lives now. Learn:
• How to build a practice filled with young, affluent and engaged clients
• How the next generation of affluent clients thinks about work, life and retirement
• An approach to discovery and goal setting that focuses on life aspirations in addition to strictly financial goals
• The differences in financial planning strategies for those not following a traditional retirement path


  • David Oransky, CPA/PFS, CFP, RLP, Founding Principal, Laminar Wealth


  • 0.00 - Specialized Knowledge & Application

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