Venue
University of California - Santa Barbara
University of California - Santa Barbara, Santa Barbara, CA 93106, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Sun Jun 24 EDT - Tue Jun 26 EDT (over 6 years ago)
Location University of California - Santa Barbara
Santa Barbara, CA 93106, USA
Region Americas
Details

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering. This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting. We welcome all members of the financial planning community to join the conversation and experience the pulse, passion and vision of the next generation of financial planners.

Speakers

2018 Speakers

Elizabeth W. Jetton, CFP®
Consultant, Educator, Financial Planning Association

Michael Branham, CFP®
Financial Planner and Strategist, The Planning Center

Kate Healy
Managing Director, Generation Next, TD Ameritrade Institutional

Courtney Pullen,
President, The Pullen Consulting Group​

Sponsors & Partners

2018 Partners

• FT Transitions
• Money Guide Pro
• Peach Cap
• SSG Shareholders Service Group
• XYPN
• Di Ameritrade Instituional
• FPA Ventura County