EPCRI March Lunchtime Learning: "Estate Planning for Millennials"

Date: Tuesday, March 26, 2024
Time: 2:00pm - 3:00pm
Location: via Zoom
Speaker: Jason Friday, CFP®, MPAS® , RICP®, Head of Financial Planning, Citizens Wealth Management

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Meeting will be held via Zoom.  Log-in information will be sent prior to the program.

Program Description:
Join us for a discussion on the unique estate planning needs of millennials.  Born between 1981 and 1996, millennials are known for their comfort with technology, their tendency to challenge the hierarchical status quo and that they stand to inherit perhaps as much as $72 trillion. Talking about optimizing for generational transfers, family structures, digital assets and a growing emphasis on sustainability and philanthropy may require a different approach than the traditional. In this engaging session, our expert speaker will discuss the unique challenges and opportunities that millennials may face when planning for their estates and an opportunity to discuss best practices for approaching these topics in ways that will resonate and inspire action on their part.

Speaker Bio:

As the Head of Financial Planning, Jason is responsible for directing the strategy and execution of personal financial planning activities across Citizens Wealth Management.  Jason started his career at Citizens in 2017 and has 30+ years of experience in the financial services industry.  Prior to Citizens, Jason was the Head of Financial Planning for John Hancock Advice where he was responsible for redesigning the service model for an in-house advisory team, the development of multiple digital advice platforms, and served as a member of the John Hancock Personal Advisory Solutions Investment Committee.  Prior to John Hancock, Jason worked for New York Life, Charles Schwab, and Fidelity Investments in various institutional and personal consulting roles.  Jason has earned the Certified Financial Planner, Master Planner Advanced Studies, and Retirement Income Certified Professional designations.

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