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Nondini Naqui President & CEO Society of Grownups

Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

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Page 1: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

Nondini Naqui

President & CEOSociety of Grownups

Page 2: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

The AwkwardMoney Conversation

THE LAST TABOO

Page 3: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

How do engagewith Millennials

regarding money?

OUR STORY

Page 4: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

$0

$15,000

$30,000

$45,000

$60,000

1990 2000 2010 2015

Median Household Income Average Student Loan Average Credit Card Debt

WHAT’S AT STAKE?

Page 5: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui
Page 6: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui
Page 7: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

ENGAGING A GENERATION

Average Age

30Don’t haveChildren

82Married or Partnered

60Primarily

Responsiblefor Finances

60Rent Their

Home/Apartment

70% % % %

Page 8: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

GAINING TRACTION

ClassSeats Filled

1,557Financial

Appointments

602Chat

Seats Filled

428Supper ClubSeats Filled

280

Page 9: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

THE HIGHS

Page 10: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

Be Open to Failure

THE LOWS

Page 11: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

Moving Forward

WHAT WE’VE LEARNED

Page 12: Delight 2016 | Opening the Conversation Around a Taboo Topic: Money — Nondini Naqui

Find a Way to Startthe Conversation

TAKING THAT FIRST STEP