May 2018 Joint Brown Bag / Student Forum Meeting

Overview

Generational Differences in Client Engagement: How to Adapt to Different Generational Needs and Capabilities

****Please join us in this collaborative session between the UCSCX In Silicon Valley’s PFP Student Forum Group, and the FPASV’s Brown Bag Lunch team. A light lunch will be served. Registration is required and seating will be limited.****

Engaging clients effectively has become increasingly challenging in today’s world, not because it’s difficult to find a way to communicate with clients but because there’s often uncertainty about how best to communicate with different generations from the young to the elderly.

Financial Advisers typically have clients that run the gamut of demographics and must adapt accordingly. In this session, we will hear from a few advisers on the different expectations, needs, beliefs, and capabilities of clients from the “major” generations: Baby Boomers, Generation Xers, and Millennials.

This will be an interactive panel session, with the audience leading with specific questions. The content is expected to include the different financial needs and priorities of each group, client expectations for their advisers and themselves, preferred communication methods and styles, uses of technology, and other areas. It is also expected that some common assumptions/perceptions about each group may be dispelled or confirmed.

Registration for this free event is available here.  Registration closes May 16th.  Badges will be prepared for those registering for this event.  Walk-ins may be restricted.

Meeting Schedule: 11:30 am – 12:00 pm (Networking / Light Lunch Served); 12:00 pm (Presentation Begins); 1:30 pm (Meeting Ends)

Panelists’ Biographies:

Eric Solve, CFP®,EA, Partner at Wade Financial Advisory    Eric is a Senior Advisor and partner at Wade Financial Advisory.  He is a Certified Financial Planner® and an Enrolled Agent.  He is passionate about family, client relationships, professional growth, and feels his life experiences are his greatest assets.  He is an active member of the FPA of Silicon Valley and served on the board of directors for several years.  He earned a Bachelor’s degree in Business Administration with an emphasis in Marketing from San Diego State University, and received a Certificate in Personal Financial Planning from the University of California at Santa Cruz Extension.  Eric, his wife Bridget, and their two daughters live in the Santa Cruz Mountains.  They enjoy outdoor activities, cooking, spending time with friends and family, and appreciate traveling to new places.

Lloyd Yamada, CFP®, CEO, Aspire Planning Associates    Lloyd began his professional life in electrical engineering as a student at University of Hawaii and then at Stanford Telecom for nearly a decade before transitioning into a new career as a financial planner in his mid-40s. He aspired to own a practice, and decided that he would apply the best practices of the companies he worked for while discarding the worst. Over the years because of his experience, he understands the need of transitioning clients with strategies that support them as they move into the next phase of their journey. He emphasizes steps that can build confidence and support clarity, such as career counseling or new income strategies.  Today,  Lloyd spends more time running the business than direct client engagement. He oversees the firm’s strategy and revenue base, and works with his partners to integrate financial planning and investment strategies so clients can continue to build on their wealth’s potential.

Lloyd and wife Suzanne are longtime residents of Cupertino. When Lloyd is not in the office, he’s usually pursuing his passion for capturing the beauty of landscapes in photography including the countryside of Croatia, and soon Antarctica, his future favorite travel spot. Lloyd has been the Chapter President and Board Chair, of the FPA of Silicon Valley, also Chapter Leadership Resource Council Member, FPA National.

Ethan Pepper, CFP®, EA, Principal of Orchard City Wealth Management, LLC    Ethan is passionate about helping people build a roadmap for their current and future financial vision.  He founded Orchard City Wealth Management, LLC, a fee-only comprehensive wealth management firm, after years of working for traditional advisory firms typically focused on helping very high net worth, older generations, achieve their financial goals, while excluding younger generations still building their wealth, who didn’t meet the minimum asset level required to become a client.  Ethan’s passion for helping people of all ages and net worth achieve financial freedom drove him to establish OCWM.  He was previously a student at UC Santa Cruz Extension in the personal financial planning program and a past-president of the Silicon Valley chapter of the Financial Planning Association.

Location:  UCSC Extension

Click here to Register.  This is a free event for FPA members and UCSC Ext. PFP students.  A light lunch will be served.  Registration is required; seating is limited.