Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna...

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Featuring 21/64’s Sharna Goldseker September 11, 2014 “Next Gen and Multigen Engagement” Jewish Communal Fund 2014 Advisors Network Breakfast

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Generational Profiles created by participants at the Jewish Communal Fund Advisor Network Breakfast on Sept. 11, 2014, featuring Sharna Goldseker of 21/64.

Transcript of Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna...

Page 1: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64

Featuring 21/64’s Sharna GoldsekerSeptember 11, 2014

“Next Gen and Multigen Engagement”

Jewish Communal Fund 2014 Advisors Network Breakfast

Page 2: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64

Generational

Profiles

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“The events and conditions each of us

experiences during our formative years

determines who we are and how we see the

world.”

–Lynne C. Lancaster & David Stillman,

When Generations Collide

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JOIN THE JCF ADVISORS NETWORK

Email [email protected] to be invited to future

networking and educational opportunities for

financial advisors, T& E attorneys, wealth

managers and other advisors.