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Title

7 Myths about Millennials and Investing

Event Description

Moderator:     Niall O’Malley, BluePoint Investments

Speakers:      Jean Dunn, T. Rowe Price

                       Heidi LeMieur, Columbia Threadneedle

                       Panelist TBA, Morningstar

​ 

Conventional wisdom paints a vivid picture of millennials and their attitudes on investing. Here’s a common statement of assumptions about them:  Millennials are a homogenous group with lofty goals who gravitate to robo-advisers and are overconfident in their financial lives. 

 

Our panel discussion focuses on the research results of a joint study by CFA Institute and FINRA entitled “Uncertain Futures: 7 Myths about Millennials and Investing.” 

 

We will explore the 7 assumptions and examine attitudes on investing among three millennial segments — those with no investment accounts of any kind, those with retirement accounts only and those with taxable investment accounts (most also owned retirement accounts) — and compares them with their Gen X and baby boomer counterparts.

 

Click here to read the monograph.

 

Event Type

Career

Education Topic

 

Start Time

4/3/2019 11:45 AM

End Time

4/3/2019 1:30 PM

City

Baltimore

State/Province

MD

Event Country

United States

Event Region

Americas

Location Info

​The Center Club
100 Light Street, 
Baltimore, MD 21202

Speaker

 

CE Credits

1

SER Credit

N/A

Currency

USD

Member Cost

20.00

Non-Member Cost

40.00

Candidate Price

20.00

Registration

​Click here​ to sign up 

All Day Event

 

Recurrence

 

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Event Short Info

 

Attachments

Content Type: MyCFA Calendar
Created at 3/17/2019 5:48 PM by lingzi.kong@rhsmith.umd.edu[CASMSTS:username]
Last modified at 3/17/2019 5:48 PM by lingzi.kong@rhsmith.umd.edu[CASMSTS:username]