Millennials are one of the two largest demographic groups in the United States, second to Baby Boomers. Since they are having a measurable impact on our marketplace and charitable landscape, a shared understanding of their values and motivations is important to holistic family wealth management. In this 20-minute presentation, Lita brings her research to groups to identify the value of involving Gen Y family members in philanthropic planning. She shares her insights, highlights tools to facilitate comfortable conversations, and demystifies preconceived ideas about this significant group of young adults who are shaping our future.

Please contact us to schedule a presentation.