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.
Being young and having fun Connected to technology Creative thinkers

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.

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.

What motivates them to save for retirement

What motivates millennials to save for retirement?

Recent surveys offer clues about retirement plan features and investment options that might motivate millennials to save more.

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HSAs a way to save for retirement

Are millennials with HSAs thinking about retirement?

More millennials may contribute to health savings accounts in recent years, but they may not be aware of the potential to save for retirement.

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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)