FPA NexGen is an FPA community of young #financialplanners dedicated to ensuring the transference of wisdom, tradition and integrity to the next generation.
Joined March 2011
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18 Oct 2021
FPA NexGen is pleased to announce the five newly elected members to the NexGen Leadership Committee for 2022. “Each of these newly elected leaders will play a pivotal role in our success,” says 2021 FPA NexGen President-elect Kevin Clark, CFP®, CIMA®, EA. bit.ly/3AMUtCd
29 Jul 2021
Connection is everything in this post-COVID world. Come to #FPAConf21 Sept. 22-24 in Columbus and see for yourself why in person connection is critical. Advanced registration deadline is 8/6, so register today. youtu.be/u8ENOaQDkcY
19 Jul 2021
LAST CHANCE: Registration closes TODAY (July 19) for #NexGenGathering! Get your registration in by the end of today in order to join other next generation #financialplanning pros for a unique two-day virtual experience. You will not want to miss it! financialplanningassociation…
13 Jul 2021
We are excited to announce a few of our outstanding #FPAConf21 breakout speakers: Rianka Dorsainvil, CFP® (@Rianka_D), Robert Sofia (@robertsofia), Jean Dunn, and Lawrence Pon CFP® (@Lawrence_Pon). See them in action Sept. 22-24 in Columbus! Register at fpaannual.com!
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12 Jul 2021
ONE WEEK REMAINING: Registration closes July 19! Join us for #NexGenGathering! Over two high-energy days, FPA NexGen Gathering will arm you with the skills, lasting connections and practical tools that you'll need to be the change. financialplanningassociation…
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24 Jun 2021
Be like @chrislstroup and see what #NexGenGathering is all about and how it can change your career – and life! Registration closes July 19, so don’t miss out on the discussions, sharing, and community. We’ll see you there!
financialplanningassociation…
24 May 2021
Hear from #NexGenGathering 2021 Task Force Co-Chair Diana G. Yáñez, MA, CFP® about why you need to attend this year's event.
youtube.com/watch?v=9cYEZd5g…
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20 May 2021
FPA #NexGen community members weigh in on how participation in the FPA Virtual Externship program impacted their careers.
bit.ly/33HtDh1
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FPA NexGen retweeted
A big thank you to our FPA Virtual Externship partner @eMoneyAdvisor for their support!
20 May 2021
We’re excited to offer a limited number of scholarships for the FPA Virtual Externship. Check out today’s press release for more details on how to apply by the May 25 deadline. @fpassociation bit.ly/3hGxvXy
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The FPA Externship is the most effective program I've seen as a solution to a bunch of problems in the planning profession: advisorperspectives.com/arti…?
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17 May 2021
Speaker Announcement 📣 We’re excited to have @TR401 join our keynote speaker line-up at #NexGenGathering to share how you can affect change in your firm, FPA chapter and local community.
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13 May 2021
Gain insights into the next generation of #financialplanners and clients through our May Content Round-up.
financialplanningassociation…
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FPA NexGen retweeted
The @fpassociation Virtual Externship, June 7-July 30, is your chance to see financial planning in action in a whole new way. Hear from @thehannahjmoore about the real-world experience you can get from the comfort of your own home this summer.
youtube.com/watch?v=A98A77EI…
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10 May 2021
The FPA NexGen #Scholarship Committee is now accepting applications for the Richard B. Wagner Memorial Scholarship, which covers the #NexGenGathering registration fee. Apply by June 25.
bit.ly/3y1FWCz
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FPA NexGen retweeted
Check out the May issue of the "Journal of Financial Planning" for insights into the next generation of planners and clients.
financialplanningassociation…
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6 May 2021
Speaker Alert! 📣 We're happy to announce that @rrobasciotti has joined our #NexGenGathering keynote speaker line-up. Learn more about her August 12 session on #sociallyresponsibleinvesting.
bit.ly/3nS3OUL
#SRI #FinancialPlanning
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27 Apr 2021
Hear @pamtheplanner talk about the fulfilling (and exhausting) journey of building a business while raising a baby and how a specialized university program paved the way for her firm on the You're a Financial Planner...Now What? podcast. #YAFPNW
bit.ly/2QuWFNU
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26 Apr 2021
See what past attendee @chrislstroup had to say about last year's FPA #NexGenGathering and sign up to join us August 12-13, 2021.
bit.ly/3sL2hQY
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FPA NexGen retweeted
22 Apr 2021
The April 2021 issue of @fpassociation #NextGenerationPlanner is available! This is a great publication to help those who are new to the profession to grow personally and professionally. Check it out now! @FPANexGen
financialplanningassociation…
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19 Apr 2021
Hear FPA NexGen President and FPA of Central Virginia Virginia President, @JoeyStemmle talk about why creating an #inclusive environment is necessary to attract and retain top talent and clients on The Flexible Advisor podcast. bit.ly/3mYFEYd
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