The Bucket Plan® On-Demand Series

Serving The Next Generation: Teaching Young Adults Financial Literacy


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Only 36% of Generation Z consider themselves financially literate. Fortunately, there are resources and programs available for these younger generations to improve their net worth and avoid the pitfalls that come from a lack of financial education and guidance. Join guest host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, with guest Joe'Mar Hooper, CEO of 3rd Decade, as they explore an innovative approach to serving young adults through financial education and mentorship. Learn how advisors can enhance their communication skills with younger demographics while building relationships with potential future clients.

Sources:

  • 43% of millennials are considered financially illiterate
  • 50% of millennials are living paycheck to paycheck
  • Current demographic breakdown: 18% Hispanic, 7% African American, 6% Asian, 58% White

Resources:

  • Website Referenced: 3rd Decade
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The Bucket Plan® On-Demand SeriesBy C2P

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