The Private Client team of Professional Liverpool is delighted to invite you to "The Generation Game", a presentation on Intergenerational Wealth Management and how families can use their collective wealth to support each other during their lifetimes.
Living longer means that more family generations are living at the same time than ever before, and with stagnant economic and income growth, student debt and spiralling house and long term care costs, how can the financial services industry respond to these challenges?
Join us to hear from Eóin O'Gorman, works within St. James's Place's corporate strategy team, specifically leading a project on 'generations'. Eóin is a strategy consultant, who has advised Government organisations and large corporates across a range of industries including Private Banking, Retail Banking, Private Equity, Payments, Travel, Gambling and Entertainment. He was educated in University of Cambridge, University of Dublin, and University of Limerick.
Why is it important for financial services organisations to have an understanding of the different generational mindsets? With the so-called 'Millennial Generation' rapidly increasing in its global influence and affluence, organisations around the world are rapidly adapting to meet the very specific needs and expectations of this very topical generation. The presentation will also touch on major technology advancements, and how technology might redefine the very nature of education, work, life and retirement for younger generations.
Reserve your place here and contact Alex Clark with any queries.
We look forward to welcoming you to this event.