How the Rising Generation Defines Their Net Worth - San Jose

Lunch, learn and network. SVCF invites Bay Area professional advisors to join us for an educational lunch session, How the Rising Generation Defines Their Net Worth, to learn and discuss strategies to engage millennials in philanthropy, including whether the term millennial helps or hinders our ability to understand this generation. Speakers will present trends in how millennials like to give, share ideas to engage with them across racial, cultural, gender and intergenerational boundaries and explore how these emerging philanthropists are hungry for new ways to leverage their resources.

Event speakers

• Emily Bouchard, managing partner at Wealth Legacy Group

• Catherine Chen, senior vice president at RBC Wealth Management

• Andrea Pien, member at Next Generation Advisory Board, Merrill Lynch and assistant director of college counseling at the Bay School

• Roxana Shirkhoda, director of Advisory Services at NPX Inc.

Event sponsors