September 23, 2022 | 2:00 PM ET
Complimentary admission | Open to members and non-members
A special MMI event presented in conjunction with:
What generation do you identify with? Gen Z? Millennial? Baby Boomer? A new report uncovers the missing research-based insights, across generations, into what is needed for clients to achieve financial wellness. The Intelligent Financial Life National Study: The Unexpected Intersection Between Technology, Clarity, and the Human Connection, is the first national study from Envestnet, led in partnership with The Center for Generational Kinetics.
Investors are at a crossroads when it comes to their finances, often feeling overwhelmed by the steps and decisions needed to plan for their financial futures. Engaging with an endless stream of financial interactions and choices, investors are simultaneously trying to plan for their future while debating how to spend, pay, save, or invest. With no clear connection between everyday financial decisions and future financial goals, investors feel stuck, stressed and even more anxious in this modern and digitized world.
Mary Ellen Dugan, Chief Marketing Officer at Envestnet, and Jason Dorsey, Generations and Behavior Researcher and Speaker from The Center for Generational Kinetics, LLC, will dive into the specific findings and generational behaviors discovered in this study, and discuss the intersection between the importance of human advice and technology solutions to help unlock new ways of engaging clients and scale operations for advisors.
Watch this MMI Webinar, presented in conjunction with Envestnet, to hear more about these insights, what they mean to the industry at-large and how we can help advisors guide their clients to an Intelligent Financial Life™ – the solution to investors’ stress and confusion about money.
For more information, download the whitepaper: The Intelligent Financial Life National Study: The Unexpected Intersection Between Technology, Clarity, and the Human Connection.
Introduction:
Joan Lensing, EVP, Chief Programming Officer, Money Management Institute
Panelists:
Mary Ellen Dugan, Chief Marketing Officer, Envestnet
Jason Dorsey, Generations and Behavior Researcher and Speaker, The Center for Generational Kinetics, LLC
Duration:
50 minutes (including time allocated for Q&A).
CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: Generational Differences: The Keys to Unlocking Americans’ Complicated Financial Relationships for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.
Please contact MMI with any questions at (646) 868-8500 or events@mminst.org.
