Millennial Money

Learn how to advise the youngest generation of workers

Putnam's Millennial Money program is designed to help advisors understand the generation of investors born between 1980 and 2000, and the opportunity they present as prospective clients.

Millennial investing Retirement can wait #MillennialRetirement

Retirement can wait

Millennials focus on debt and education savings.

Focused on debt and education savings
Source: Transamerica Center for Retirement Studies, 2016. Most recent data available.
Being young and having fun Connected to technology Creative thinkers

$30T of wealth is expected to pass from Baby Boomers to their beneficiaries within the next 30 years.

Source: Accenture, 2016. Most recent data available.


Learn strategic insights about prospecting to Millennials.

Learn strategic insights about prospecting to Millennials

Read more about Millennials

Keep current on how Millennials manage their money.


Presentation invite (PDF)
Presentation flyer (PDF)
Intergenerational wealth transfer (PPT)
Four steps for advisors to connect with family members (PDF)