WEBINAR: Wealth Management for Millennials (Member Only)
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WEBINAR: Wealth Management for Millennials (Member Only)

When: Thursday, January 30, 2020
3:30 pm - 4:30 pm PST
Where: Live Webinar
United States

Online registration is closed.
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Wealth Management for Millennials (Member-Only)

In Partnership with CFA Society New York

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.

Learning Outcomes

  • What should you consider prior to investing?
  • What tax advantages are available to Millennials?
  • What other planning opportunities should you consider?


3:30 pm - Opening Remarks

3:35 pm - Panel Discussion

4:10 pm - Q&A

4:30 pm - Closing Remarks



This event is free to all members.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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