Please join us at our first education meeting of the new year! We will listen to Sean Clark's 2020 Economic Outlook and then hear Jo Leonard and Steve Pappaterra present a session on how to connect with your NexGen clients.
11:45 PM - Registration
12:00-1:00 PM - Lunch/Networking
K. Sean Clark
1:00-2:00 PM - "2020 Economic Outlook" - Recession Risks or Market Myths?
presented by K. Sean Clark, EVP, Chief Investment Officer, Clark Capital Management Group
(One hour of CFP® & one hour of PA Insurance CE approved)
While questions surrounding the pace of U.S. Economic growth linger heading into the New Year, how can investors distinguish recession risks from market myths?
You will hear Sean talk about the latest insights on key economic indicators, market opportunities and challenges investors face in 2020.
Attendees will get:
- Talking points to assist your conversations with clients so you can help them stay on track to achieve their long-term goals
- Investment ideas for today's markets
- One hour of CFP® and PA Insurance CE Credit
Steve Pappaterra Jo Leonard
2:15-3:15 PM - "Unlocking You to Unlock Them"
How Financial Advisors Can Connect with NexGen Clients
presented by Jo Leonard and Steve Pappaterra
(One hour of CFP® CE Approved & One hour of PA Insurance CE pending)
Most Advisors are of a different generation than NexGen; their huristics, or "view of the world", are also divergent. Whether it's entertainment, dress, speech, motivators, lifestyle, or any number of other areas, NexGen often think and operate in starkly dissimilar ways than their advisors. In Unlocking You to Unlock Them, attendees will learn not only how to address these differences and better connect with younger members of their clients' families, but also uncover aspects of their own life that are of value to their younger clients. In doing so, attendees will be more likely to retain, expand, and deepen existing relationships and attract new clients from across the generational spectrum.
Jo is President of Jo Leonard & Co., and is now in her 17th year as a family advisor, specializing in working with NexGen to launch and manage their careers. Steve is President and Co-Founder of Syncopate Advisors, LLC. Steve spent 14 years as Managing Director of Wealth Planning for PNC Wealth Management, with national responsibility for the strategic direction and delivery of estate and financial planning advice for high net worth clients. In this role, he was the primary architect and leader for PNC's highly-regarded Wealth Planning Group, which grew to over 100 planning specialists comprised of attorneys, CPAs, and certified financial planners (CFPs).