Seth Mattison - Financial Planning Vision 2020 Symposium
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Published on Jun 19, 2012
Attend the Financial Planning Vision 2020 Symposium, where internationally renowned generationalist, Seth Mattison, will explain how the demographics of wealth continue to evolve along generational lines; how four generations that have experienced varied economic climates seek out planners who meet their needs; and how financial planners and firms can tap into the differences among the generations to maximize success with each generation.
Other presentations and discussions will include:
Financial Literacy: Is Knowing Enough?
Working and Connecting in a Culturally Diverse World
FPSC's Value of Financial Planning Study
Financial Planning -- A Global Perspective
The Future of the Profession: Will Certification Shape the Next Generation of Financial Planners?
Naturally Irrational -- Human Behaviour and Finances
Client Engagement: From Awareness to Action
Register now at: www.financialplanningweek.ca
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