May 18 @ 12:00 pm - 1:00 pm EDT
FPA Connect: Bridging the Gap of Intergenerational Communication
In this presentation, we’ll discuss the challenges and opportunities as multiple generations interact with each other. Specifically, we’ll learn what this means for you as you work with your clients. Moreover, we’ll learn how to manage expectations, leverage the strengths of each generation, and how following stereotypes gets you into trouble.
Presenter: George Fernández, MBA, CFP®️