If you’re used to working with pre-retirees or retirees, you may feel out of your element working with younger clients but helping them now while in their accumulation phase can be incredibly impactful to you both. Join Dave Alison, CFP®, EA, BPC, President and Founding Partner of C2P, and Alison Wealth Management, for an engaging discussion on empowering the next generation of investors with Joe'Mar Hooper, CEO of 3rd Decade, along with additional insights from Ryan Asher, Director of Investment Operations at C2P. They explore how education can lead to better financial decisions in one’s accumulation phase and how financial advisors can adopt a more active role to supporting financial literacy. They also discuss the benefits of advisors volunteering with nonprofits like 3rd Decade, including enhancing their mentoring skills and understanding diverse client needs. Tune in for powerful insights on helping prepare the next generation for a prosperous financial future.

Resources:

• 3rd Decade Financial Education for Young Adults
• Elements Financial Pre-Planning Software
• The Teamwork Movement Live Training