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Financial Life Stage Segmentation and the Advice Factors Impacting Success

Location Online - WebEx
Start Time 4/17/2019 2:00:00 PM
End Time 4/17/2019 3:00:00 PM
Time Zone ET
Categories Webinars, Research
Description What advice-related factors improve financial outcomes for millennials? What about those approaching retirement? How do those factors change for retirees? CCUA and Central 1 recently partnered with PMG Intelligence to identify the top life-stage-specific factors that increase the propensity for positive outcomes related to an individual’s investable assets, perceptions of their current financial status, satisfaction with portfolio performance, and their rate of savings.
Join us on Wednesday April 17 @ 2pm EST for an overview of this research and an understanding of how your credit union can improve member outcomes through targeted advice.