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Uncertain Futures: 7 Myths about Millennials and Investing

Uncertain Futures: 7 Myths about Millennials and Investing

Thursday, October 4 | 6:00 – 8:00 PM
Followed by a Catered Networking Reception

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Millennials are expected to inherit more than $40 trillion over the coming decades.

While conventional wisdom abounds about millennial investors, CFA Institute and the FINRA Foundation have partnered on a new study to discover what millennials are actually thinking and doing, and what they are learning from other generations about investing.

Are millennial investors super savers and investors compared to other generations?  What are their attitudes about Wall Street or investment advisers? What is real and what is fiction?

On 4 October, speakers and panelists will discuss implications for the investment industry and financial educators of millennials’ investment preferences, the catalysts and barriers they face in saving and investing, and their attitudes about investment advice.


Continuing Education Credits – Sponsored by Kaplan Schweser

CFA: 1.5 CE Credits

As part of our commitment to raising professional standards in the industry, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform, thereby better enabling us to provide our community with high-quality content and opportunities.

Registration


Welcome Remarks


Keynote Speaker: Continuity and Change – How Each Generation Shapes the World of Investing


Panel Discussion: Rethinking the Financial Industry for a New Generation of Investors: Discussion of seven investing myths about millennials and how the investment industry can engage these emerging clients effectively.


Closing Remarks


Networking and Catered Reception

Sponsors

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