Monthly Luncheon: The Millennial Mindset: Understanding and Attracting the Next Generation presented by Dr. Nathan Harness professor at Texas A&M

  • 11 Oct 2018
  • 11:30 AM - 1:00 PM
  • Phoenix Country Club (at 7th Street and Thomas)


  • Please select this complimentary registration if this is your first ever luncheon with the WP&BC Phoenix Chapter.

Registration is closed

The Millennial Mindset: Understanding and Attracting the Next Generation

Coming of age in an era of technology, economic volatility, social change, and unprecedented connectivity, Millennials have developed values unique to their generation. Dr. Nathan Harness, Ph.D., CFP, examines this group and their importance to advisors as they work to build a business with sustainable growth and high succession value. Learn how an investment in Millennials can be an investment in lasting success. 

In this session, we'll examine:

·         Factors that have shaped the mindset of the next generation

·         Characteristics and behaviors to consider when planning with this generation

·         How to offer millennials value that will have them turning to you

·         How implementing a multi-generational planning process can increase the value of your practice

Event Details


Thursday, October 11, 2018

11:30am to 1:00pm



Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014


(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at

About Nathan Harness, Ph.D., CFP

TD Ameritrade Director of Financial Planning, Texas A&M
Advisor Consultant - Delaware Investments

Dr. Nathan Harness currently serves as the Director of Financial Planning at Texas A&M University. He manages the financial planning program and teaches courses in investments, retirement planning, and comprehensive financial planning. He has lectured both nationally and internationally on global financial risk, international investing, gender-based asset preferences, and next generation planning.

He holds a bachelor’s degree in finance from the University of Central Arkansas, master’s degree in finance from Texas Tech University, and a Ph.D. in personal financial planning from Texas Tech University. His research on household heuristics, wealth accumulation, and retirement planning has been published in numerous journals including Applied Economic Letters, Financial Services Review, Journal of Financial Planning, and Journal of Personal Finance.

Prior to his current role, Dr. Harness was an Associate Professor of Finance and Executive Director of Global Programs at Texas A&M University-Commerce and Assistant Professor of Financial Planning at the University of Georgia.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

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