Dr. Tim Elmore
AC21 Workshop-Understanding and Interacting with the Next Generation
About the Course
While advisors have been focused on meeting the financial planning needs of the Millennial generation, a new generation has arisen: Gen Z. In this session, advisors will learn to understand Gen Z and their general characteristics, especially as it applies to financial attitudes and desires. Advisors will study the similarities and differences between Millennials and Gen Z (and earlier generations) and how best to engage them to serve their distinct financial planning needs.
About the Speaker
Dr. Tim Elmore
Growing LeadersDr. Tim Elmore is founder and CEO of Growing Leaders, a nonprofit organization created to develop emerging leaders, focusing on secondary school students, college students, and recent graduates. He frequently appears in the media as an expert on the emerging generation and generational diversity. Tim was named as one of the Top 100 Leadership Speakers of 2018 in Inc. magazine. He has written more than 30 books, including Generation Z: Unfiltered, Generation iY, Marching Off the Map, and Habitudes: Images that Form Leadership Habits and Attitudes.
Available Sessions
| # | Session | Score | |
|---|---|---|---|
| 1 | 2021 AC Workshop-Understanding and Interacting with the Next Generation | Take Test |
Need Help?
1.404.497.7680
info@kingdomadvisors.com
Continuing Education
Accepted for CE Credit
Hours: 1
Designations: CKA®, CFP®, IMCA, CPA, PACE, FPSC, Institute, Insurance
Minimum Passing Grade: 80%
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