generational profiles -- jewish communal fund advisor network breakfast (9-2014) with sharna...

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Featuring 21/64’s Sharna Goldseker September 11, 2014 “Next Gen and Multigen Engagement” Jewish Communal Fund 2014 Advisors Network Breakfast

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Generational Profiles created by participants at the Jewish Communal Fund Advisor Network Breakfast on Sept. 11, 2014, featuring Sharna Goldseker of 21/64.

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Page 1: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64

Featuring 21/64’s Sharna GoldsekerSeptember 11, 2014

“Next Gen and Multigen Engagement”

Jewish Communal Fund 2014 Advisors Network Breakfast

Page 2: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64

Generational

Profiles

Page 3: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64

“The events and conditions each of us

experiences during our formative years

determines who we are and how we see the

world.”

–Lynne C. Lancaster & David Stillman,

When Generations Collide

Page 4: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64
Page 5: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64
Page 6: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64
Page 7: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64
Page 8: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64
Page 9: Generational Profiles -- Jewish Communal Fund Advisor Network Breakfast (9-2014) with Sharna Goldseker of 21/64

JOIN THE JCF ADVISORS NETWORK

Email [email protected] to be invited to future

networking and educational opportunities for

financial advisors, T& E attorneys, wealth

managers and other advisors.