Schwab IMPACT 2018: High net worth planning by generation


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Join Capital Group at Schwab IMPACT® 2018 at the Walter E. Washington Convention Center in Washington, D.C., from October 28 to 31.

Capital Group's Mike Van Wyk, vice president of customer research and insights, will discuss strategies for addressing the unique needs of high net worth clients by generation.

Catch his presentation "Millennials to Boomers: Better high net worth planning by generation." You’ll gain fresh, data-driven insights into the factors that drive how each generation makes investment decisions and discover how to translate these into action.

When: Tuesday, October 30, 2018, 2:30 p.m.–3:45 p.m., Room 151AB.

Each generation has unique experiences that imprint and influence money and investing habits. The differing perspectives of Millennials, Gen X and Baby Boomers affect their investing knowledge, degree of trust of experts, and financial philosophies.

Using recent insights from two custom case studies of over 6,000 American investors, you’ll receive guidance from successful financial advisors about how to turn insights into action. 

This session explains:

• The defining traits of the past three generations

• How these traits translate into distinct financial attitudes and behaviors

• Clear steps you can take to more effectively connect with prospects and existing clients in each generation

We’ll also be at booth 463 during the conference. Looking forward to seeing you there.


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