Despite their familiarity with technology, the Generation X and Generation Y populations prefer traditional means when it comes to retirement education. Those born between the mid-1960s to the early 1990s want in-person education, says Doug Wolff, president of Topeka, Kansas-based Security Benefit.
Nearly 40% of the 2,122 people ages 21 to 48 surveyed by Greenwald and Associates said an adviser is a major source for financial information more than twice the amount who listed the Internet as their go-to resource.
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