Your Multi-Gen Wealth Program

How to balance digital innovation and personalized advice to drive
generational growth

The great wealth transfer is no longer a future trend. It’s happening now.

Younger members expect digital-first convenience, while long-standing members continue to value trusted relationships and personalized guidance.

Watch this on-demand webinar to learn how to modernize your wealth program, engage members across generations, and combine technology, financial wellness, and personalized advice to create a seamless member experience that drives long-term growth.

In this webinar, you'll learn how to:

  • Create a hybrid wealth experience that blends digital convenience with personalized advice.
  • Attract and engage younger members while strengthening relationships with your core member base.
  • Leverage financial wellness, planning, and technology to deepen member relationships and improve access.
  • Position your wealth program for long-term, multi-generational growth.
LeAnn Rummel
LeAnn Rummel

President and Channel Leader
Cetera Financial Institutions

Mark Tuteja
Mark Tuteja

EVP and CMXO
Lighthouse Credit Union

Real-World Insights from Industry Leaders

Industry veterans LeAnn Rummel and Mark Tuteja lead the discussion, sharing insights on navigating the generational wealth transfer while strengthening member relationships across all life stages. Together, they explore practical strategies for blending digital experiences with personalized advice, leveraging financial wellness to deepen engagement, and building a wealth program positioned for long-term, multi-generational growth.

Book a Conversation

Ready to build a wealth program that serves every generation? Complete the form to connect with our specialists and discuss strategies for driving long-term member growth.

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