CNBAM Millennials Presentation

Hi all:

Here’s the presentation on “Advising Millennials” that I did this month for CNBAM and CMA. Keep in mind that this is merely a collection of wisdom produced by authorities much wiser than me. Use this as a starting point, but please check out the original author’s, too! (I cite the big ones on page 8 of the presentation.)

Click here to download the millennials presentation.

If you have any questions, please leave a note and I’ll get right back to you!

Chris