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Welcome to NextGen in 10, a production of The American College of Financial Services. Our mission: to produce stimulating, thought-provoking content that will increase awareness of financial planning, establish best practices for a new generation of advisors, and help those in the profession better connect with next-generation clients. Join our next-gen hosts and guests as they navigate the complex world of financial services and spill the tea on today's timely topics.
Episodes
Thursday Feb 03, 2022
Ep. 46: Financial Planners and Financial Literacy for Young Clients
Thursday Feb 03, 2022
Thursday Feb 03, 2022
Alanah welcomes back Akeiva Ellis, financial planner and educator, for a discussion on Akeiva's project "The Bemused," a financial literacy plan for young adults, that answers the question: how can other advisors focus on this critical and underserved demographic?
Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.