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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 |
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.
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
2018 Partners
• FT Transitions
• Money Guide Pro
• Peach Cap
• SSG Shareholders Service Group
• XYPN
• Di Ameritrade Instituional
• FPA Ventura County