This is the second webinar in our generation series for continuing education. In 2026, our advisor, Gina Buchholz, will host three webinars. This webinar is for Generation X. She previously hosted a webinar for Baby Boomers, and the final webinar in the series is still upcoming and it is for Millennials. Using the buttons below you can watch the on-demand recording for Baby Boomers and register for the dedicated Millennial webinar on November 19th.
Generation X is the generation born between 1965 - 1980. This generation is known as The Sandwich Generation due to their position of caring for their aging parents and their own young or adult children. Because Gen X faces unique challenges as they save for and near retirement, we created this continuing education to help this group think more strategically about their financial picture.
Agenda:
1. Understanding Gen X
2. Financial Concerns and Best Practices for Gen X
3. Investing for the Long Term and Not So Long Term
4. Investment Strategies
5. Resources Available to You
Please watch this 38-minute webinar and reach out with any questions.
You may request the PDF to this deck by submitting the form below. We will send it to you in 1-2 business days.