Please join Vizzi, Cunningham & Associate, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Presented by Charlie Paviolitis, CIMA® , Regional Director with Delaware Funds
Understanding the millennial mindset provides a foundation for engaging with them. During this presentation we will discuss:
- Events that have impacted Millennials’ perspective and behaviors
- How Millennials invest their time, energy, and capital
- Why this is important for you to understand and how your advisor can help
This is an informational seminar. There is no cost or obligation.