Retirement can wait
Millennials focus on debt and education savings.
Source: Transamerica Center for Retirement Studies, 2016. Most recent data available.
Millennial Money
Learn how to advise the youngest generation of workers
Putnam's Millennial Money program is designed to help advisors understand the generation of investors born between 1980 and 2000, and the opportunity they present as prospective clients.
$30T of wealth is expected to pass from Baby Boomers to their beneficiaries within the next 30 years.
Source: Accenture, 2016. Most recent data available.
FOR FINANCIAL ADVISORS
Learn strategic insights about prospecting to Millennials.
Read more about Millennials
Keep current on how Millennials manage their money.
Millennial money drives 401(k) plan evolution
Growing in number, the Millennial generation is having an impact on the evolution of 401(k) plan design.
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How advisors can answer ESG investing questions
ESG investing is one of the fastest-growing trends in the financial industry. Assets managed in this discipline grew by more ...
More »ADDITIONAL RESOURCES |
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| Presentation invite (PDF) |
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| Presentation flyer (PDF) |
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| Intergenerational wealth transfer (PPT) | |
| Four steps for advisors to connect with family members (PDF) |
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