Start Date :

5/18/2018 - 12.00 PM

   End Date :

5/18/2018 - 01.30 PM

   Location :

UCSC Extension, 3175 Bowers Avenue, Santa Clara

   Instructors :

Cynthia Riley, Personal Financial Planning

   Cost :

0

A collaborative gathering between the UCSC Silicon Valley Extension Personal Financial Planning Student Forum Group and the Financial Planning Association-Silicon Valley

Engaging clients effectively has become increasingly challenging in today’s world, not because it’s difficult to find a way to communicate with clients but because there’s often uncertainty about how best to communicate with different generations from the young to the elderly.
 
Join us In this interactive panel discussion with professional advisers who will discuss expectations, needs, beliefs, and capabilities of Baby Boomers, Generation Xers, and millennials. Learn about the financial needs and priorities of each group, client expectations, preferred communication methods and styles, new technologies, and some common assumptions and perceptions about each group.
 
Registration for this free event will be available soon at Financial Planning Association-Silicon Valley.
 

Additional Info :

This event is only open to UCSC Silicon Valley Extension Personal Financial Planning students, former students, members of the Financial Planning Association-Silicon Valley, and people interested in learning more about the accredited UCSC Extension Personal Financial Planning certificate program. 
 
To learn more about the UCSC Extension Personal Financial Planning certificate program, visit our website or, contact Program Outreach at: 408-861-3860 • extensionprogram@ucsc.edu.