Over the coming years, millennials are expected to experience an unprecedented wealth transfer that will bring upon new opportunities and challenges.
Continuing with our series focused on millennials, the Young Leaders and Private Wealth Management Group are proud to host “Wealth Management for Millennials”.
This event will help educate millennials on wealth management concepts to grow their nest egg and strategies available that will set them up for financial success.
Attendees will learn strategies to lower their tax bill, increase their wealth and protect their assets.
6:00 PM | REGISTRATION & CHECK-IN
6:30 PM | OPENING REMARKS
Michael Sicari, CFA, Associate – Houlihan Lokey’s Financial Advisory Services
6:35 PM | PANEL DISCUSSION
Brenna McLoughlin, CFP, Financial Advisor – Wealthstream Advisors
Elizabeth A. Sullivan, CFP, CPWA, Wealth Management Advisor, Partner, The Mann Sullivan Group – Merrill Lynch
Morgen Rochard, CFA, CFP, Owner – Origin Wealth Advisers LLC
Brent Weiss, Chief Evangelist – Facet Wealth
7:10 PM | Q & A
7:30 PM | CLOSING REMARKS
Brant Cavagnaro, CFA, CFP, Financial Advisor – Wealthstream Advisors
7:35 PM | NETWORKING & CATERED RECEPTION
- What should you consider prior to investing?
- What tax advantages are available to Millennials?
- What other planning opportunities should you consider?