Inter-Generational Transfer of Wealth
A Bloomberg Breakfast Event
Inter-Generational Transfer of Wealth
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Date: Tuesday, March 28, 2006
As Boomers begin to near retirement age and their parents begin to pass on, this generation is poised to come into substantial wealth. How will this potential windfall affect their saving and spending habits? Will it be used for future healthcare, children's college educations or disposable income for a comfortable retirement lifestyle? This complimentary event, hosted by The FCS and Guideline Market Research, will reveal the results of an exclusive consumer study conducted among 500 Boomers, ages 40 to 60 who expect an inheritance, to better understand their retirement planning habits, financial goals and expectations for the next chapter in their life.
We'll explore issues such as: What effect, if any, does their expectations of an inheritance have on their retirement planning? How do they plan to invest this money? Who do Boomers trust for financial and investment advice? What products and services will best help Boomers manage their inheritances and plan for retirement?
Listen to a panel of financial professionals and industry experts pointedly discuss the results of this study and provide their own insights into how to best serve these newly-affluent Boomers. You'll also have the opportunity to participate in a live Q&A session with the panelists to dive even deeper.
Speaker:
Guideline Market Research
Time: 8.30am
Location: Bloomberg, MPR room, 7th floor, 731 Lexington Ave at 59th Street
Registration: To register for this complimentary breakfast event, visit
http://www.findsvp.com/events/register.aspx to sign up.
About Guideline Market Research
Guideline Market Research is the nation's only single-source provider of customized business research and analysis. Through its end-to-end service continuum of On-Demand Business Research, Custom Market Research, Strategic Intelligence, and research to support New Product Development, Guideline's research analysts create integrated solutions that enable clients to make informed decisions to address their critical business needs.