Advocis Presents: 
A Coffee Talk Webinar
Growing and Protecting Wealth for Gen X

Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.

Episode twenty: Growing and Protecting Wealth for Gen X

Sandwiched between Boomers and Millennials, Generation X is often a forgotten generation. Although smaller in numbers than their counterparts, they represent a significant opportunity for advisors willing to take the time to recognize and understand this unique demographic.  

Join us on December 17th at 11:00 am EST for a Coffee Talk with Kim Montgomery, CHS™, CFP®, Sales Director, Life Products at ivari as she explores the self-sufficient mentality of Gen X, explains the specific insurance needs created by their financial realities, and offers tips on how to best reach and connect with them as an audience.

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As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credits. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.

 

This episode of Coffee Talks is sponsored by: