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Tuesday, June 12, 2012

10:45 a.m. - 11:30 a.m.

TRUTH AND CONSEQUENCES OF CLIENTS' FINANCIAL GOALS

Joanne M. Woiteshek President, ORGANIZAMERICA®

With Boomers trickling into retirement and the newly-graduated trying desperately to enter the working world, the generation already employed and working its way up—dubbed, “Generation Next”— has been all but ignored when it comes to financial education and planning. Joanne Woiteshek of Interactive Financial Advisors counsels that this generation should not be neglected, lest they find themselves nearing retirement undersaved and underserved. This session will focus on how to handle these clients from a panoramic perspective—using due diligence and discovery to get to the bottom of what client need. Discussion points will include:

• Working with clients using a solid process—and finding the process that truly works for you

• Relationship-building through analysis, discovery and service

• The precarious financial situation young adults find themselves in due to lack of conversation and education

• How to motivate people to do what they need to do, beyond the instant gratification that Generation Next is accustomed to.

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