ACCESS:NEXT GEN is a unique, custom-designed legacy education program
for the financial empowerment of the next generation of high net worth wealth (including late teens to early thirties).
- This Program will be of interest to current HNW clients
- Although a growing number of HNW clients are involving their heirs in the wealth management process, 45% of financial relationship managers of clients of $10million+ say these clients are ill-prepared to pass on their wealth to their heirs.
- Our exclusive research shows that the younger the HNW individual, the more likely they are to place importance on a relationship with a financial advisor
- ACCESS:NEXT GEN is the first initiative custom-designed from a GEN Y perspective to meet the attitudes of the next generation. It is based on a VIRTUAL CAMPUS and financial education/generational dynamics curriculum that is paperless and downloadable, allowing total scalability of the program.
- ACCESS:NEXT GEN offers a customized and comprehensive curriculum, including:
- Fundamentals of Finance
- World Financial Centers
- Advisory Relationships
- Social Responsibility
- Art Investment Advisory
- Peer Networking Sessions
- Black Label creates customized financial literacy programs that include: needs assessment audit, mission and values workshop, multigenerational jam session, core financial educational content creation and delivery systems, webcasts, partnerships, advisor training, scalability, sustainability—and accountability
Detailed information on the ACCESS:NEXT GEN Program is available upon request.
© 2024, Liz Nickles & Associates, Inc.