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.