Open Webinar: Attracting and Working with Young Adults

When:  Jan 21, 2013 from 02:00 PM to 03:00 PM (ET)

Join us for an expansion on this very popular presentation from the  conference.  Jacob Kuebler, Linda Leitz, Penny Marchand, Judy McNary and Jackie Kleinman have continued to work on their information since they got home and will share with us their latest thinking on alternative methods of reaching the young adult market. 

The under-30 crowd often has different financial concerns and advising needs than the traditional clients.  This presentation will outline several products and services tailored to meet the demand of the young adult including:

• Low priced services

• Educational products

• Semi-Retainer services 

Earn as much as 1.0 CPE in Marketing from NASBA

Click HERE to register.  Registration is required.  Connection information for the webinar is available on the last page of the registration process.

This free group internet based webinar is a beginning level presentation.

Prerequisites:
None

Advanced Preparation:
None

Learning Objectives:
  • Explore the different financial concerns for this population as compared to older clients
  • Become acquainted with how this population wants their services delivered


For more information please contact Joy McShane Oyler

If you have a complaint about this or any other ACA sponsored CE presentation, please contact Cathy Stegmaier, Executive Director or Rosanna Norwood, Executive Assistant.

ACA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education of the national Registry of CPE Sponsors.  State boards have the final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be submitted to the national Registry of CPE Sponsors through its website: www.learning market.org


Contact

Joy Oyler
888-834-6333 ext 705
joyo@acaplanners.org