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2017 EDGE Experience


24 - Is Your Firm Overlooking Millennial Clients?


Aug 4, 2017 7:10am ‐ Aug 4, 2017 8:00am

Description

The situation: Millennials are looking for financial advice. Your opportunity: Services such as income tax planning, estate/wealth transfer planning, retirement, planning, investment planning/management and cash flow planning are among the top personal financial planning services that have the greatest impact on a firm’s revenue stream. In this session, learn about the challenges, opportunities and strategies to serve the next generation of clients, and why CPAs are perfectly positioned to provide these services.

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