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Financial Services: Merrill Lynch Global Wealth Management/Bank of America-The Global Management division manages portfolios of several million dollars per client. Generation Bold created a unique client appreciation event for affluent female boomers on:
Entrust -Entrust is a thirty state franchise operation of self directed IRA administrators. Generation Bold designed a 40-hour marketing tutorial with two hundred page manual, as well as a yearlong weekly teleseminar series, and created a uniform business development and branding program, effective in all regions of the country.
Princeton Mortgage -Princeton Mortgage is a mortgage banker with a specialty in reverse mortgages. Generation Bold has expanded its brand to the “age in place” brand and created mastermind and strategic alliances groups to extend reach, increase budget, and bolster a powerful marketing campaign.
Social Services:
CSCS -CSCS is the not for profit association for the six hundred senior centers in New York City. Generation Bold designed “rebranding” seminars and keynote presentations for center directors, on the best method of attracting boomers to senior centers, as they age.
Meals on Wheels -Meals on Wheels is the most identifiable brand for delivered and senior meals. Generation Bold created an "how to update your brand" event so the service appeals to the next generation of seniors.
Health Services:
Hunterdon Medical System -Hunterdon Medical System is a target hospital and the outstanding medical institution in Hunterdon County, New Jersey. Generation Bold conceived or created and presented a value driven donor event for its donor appreciation and cultivation
Visiting Nurse Association of Somerset Hills -Visiting Nurse is an on site and at home senior health service provider, running a senior day facility, numerous direct service programs for seniors and their families, as well as community outreach programs. Generation Bold created and presented a community service event based on its “Passport to Longevity” core seminar series, geared to life long and financial independence.
TOTO -TOTO manufacturers and distributes high-end bathroom fixtures known for high style, water conservation, and green friendly composition. Generation Bold created the concept of the “Forever Bathroom” designed for the boomer and senior in accordance with concepts of universal design. It is branded as the ultimate in personal independence in the bath.
Venues and Governments:
Rockland County -Rockland County is the county with the oldest demographics in New York State. Generation Bold is the consultant to the County on aging in place initiatives, including public hearings and summit, corporate and private sector coalitions, direct service program design, strategic alliances with technology and experimental assistive device companies, senior surveys, video production, and press outreach.
Texas County and District Retirement System -This group is responsible for the features and trends of the retirement system for County and District employees in throughout Texas. Generation Bold trained administrators on what features to look for in adopting future retirement plans.
Port Authority Human Resources is responsible, inter alia, for employee retirement education. Generation Bold trained employees on what to expect as they age and how to best access existing benefits.
Watch video testimonials, here.
Additional clients include:
Met Life
American Express
NY Life
Citibank
Microsoft
Republic National Bank
Time/Warner
Hunter College—Brookdale Center
Strauss Broadcasting
Yale University
Swarthmore College
MONY
US Treasury
Greater New York Commission on Saving
Women’s American ORT
HIAS
Interstate Financial Group
Almerica Financial
VanKampen
Board and Committee Membership:
Women’s Leadership Exchange
Hunterdon Medical Center Task Force on Care giving
Hosted TV and Radio Shows on:
The Learning Channel
Financial News Network
Business Talk Radio
BLOG Talk Radio
Westwood One
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