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.

Millennial investing Retirement can wait #MillennialRetirement

Retirement can wait

Millennials focus on debt and education savings.

Focused on debt and education savings
Source: Transamerica Center for Retirement Studies, 2016. Most recent data available.
Being young and having fun Connected to technology Creative thinkers

$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.

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

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

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 ...

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ADDITIONAL RESOURCES

Presentation invite (PDF)
Presentation flyer (PDF)
Intergenerational wealth transfer (PPT)
Four steps for advisors to connect with family members (PDF)