What Schools Aren’t Teaching Your Kids

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This episode, we are talking about a special market for advisors: millennials. Currently between the ages of 18 and 35, these clients are often very tech-savvy and prefer a fast-paced communication style – a different approach than other clients. As younger consumers, they might not know how to decipher their employee benefits, or start planning for retirement. How can we bridge this communication and build a meaningful financial education for them that’s not taught in schools? Join Real Wealth® and NAIFA President Juli McNeely as we discuss essential financial planning tools for millennials.



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