FCS Boston will focus on fresh research about marketing to millennials for its last event of 2019. Joetta Gobell, Vice President, Research and Insights at Dotdash, will present Millennial Investing Insights, followed by a panel discussion with industry executives on the challenges, opportunities, and best practices for marketing to millennials.
- Millennials now make up the largest segment of the American workforce, accounting for approximately one-third of all domestic workers. Millennials, who are highly educated and diverse, will soon begin to reach their prime earning years and represent a sizeable portion of household decision-makers on financial services products and services.
Join us for a great opportunity to learn more about a topic that will remain relevent for years to come.
Sponsorships are available for this lunch. Please contact:
Practice Management Specialist
Ms. Nawoichik is a Practice Management Specialist for Putnam Retail Management. She works closely with consulting teams across the Mid-Atlantic region to bring financial advisors innovative businessbuilding ideas and content to more effectively prospect, accumulate new households, and retain current clients. In addition, Ms. Nawoichik provides training on consultative technology and digital media strategies to help advisors more efficiently grow their business. Previously at Putnam, Ms. Nawoichik served as a Regional Advisor Consultant, working with financial advisors and key home-office contacts at independent broker-dealers; as an Associate Advisor Consultant, covering cross-channels in North Carolina; and as a Regional Associate. She has been in the investment industry since she joined Putnam in 2012. Ms. Nawoichik holds her Series 6, 7, and 63 licenses with FINRA. She earned a B.A. in Business Administration at Gordon College.
Vice President, Research and Insights
Paul Lim is Vice President at BackBay Communications, which he joined in 2018.
- All prices increase $15 per person on November 8.
- No refunds after November 8.