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James Lee Testifies To House Committee on Millennial Retirement Security

 

 

I would like to share that I was invited to share my experience working with millennial clients before a House Committee.

The hearing, which was held in Washington, DC on September 12, was designed to help lawmakers understand retirement security issues facing millennials.  

The other panelists asked to testify were John Scott, Director of the Retirement Savings Project at Pew Charitable Trusts and Shai Akabas, Director of Economic Policy at the Bipartisan Policy Center.

My testimony focused on the obstacles and challenges I see when working with millennial clients as well as how the financial planning community is adapting to meet their unique needs. 

It was an honor to be asked to testify and I applaud all public officials that are addressing this important issue.

For those of you who are interested in reading my testimony, I've linked to it HERE.

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The content of this website is provided for informational purposes only, and does not constitute a recommendation, advice or an offer to sell any product or service. It is not a complete description of Lee Investment Management's investment advisory and financial planning services or performance.

Information on this website should not imply that past results are an indication of future performance.

There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site. Information and opinions are current up to the date of publication and are subject to change without notice. These overviews are not a substitute for professional tax or legal advice.

The content of this web site is owned by Lee Investment Management and is protected by intellectual property rights.

This website may contain links to websites not maintained by Lee Investment Management. Lee Investment Management is not responsible for the contents of any linked site or any link contained in a linked site, nor does inclusion of a link in this website imply recommendation, approval or endorsement of the site by Lee Investment Management.

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