FCS Boston Looks at Millennial Investing and Financial Wealth

FCS Boston returned to the famed Parker House for a luncheon on the topic of “Millennial Investing and Financial Wealth.”

The event, held on November 12th, featured a full roster of marketers taking the stage.  The program opened with a keynote presentation by Joetta Gobell, Vice President, Research and Insights, Dotdash, who shared brand new research about millennials and their behavior towards investing.

Then a panel dug into the topic with a focus on how marketers should approach this all-important demographic.  The panelists included:

  • Alexandra Nawoichik, Practice Management Specialist, Putnam Retail Management
  • Jenine Garrelick, Senior Managing Director, MFS Investment Management
  • Misty Lynch, CFP®, Head of Financial Planning, John Hancock
  • Eric Roberge CFP®, Founder, Beyond Your Hammock

Moderating the panel was Paul Lim, Vice President, BackBay Communications.