FPA NexGen Gathering 2024 | Financial Planning Association (FPA) | 20 August 2024 | Sheraton Phoenix Downtown, 340 N 3rd St, Phoenix, AZ 85004, USA

Venue
Sheraton Phoenix Downtown
Sheraton Phoenix Downtown, 340 N 3rd St, Phoenix, AZ 85004, USA

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Event Date Tue Aug 20 MDT - Thu Aug 22 MDT (4 months ago)
In your timezone (EST): Tue Aug 20 2:00am - Thu Aug 22 2:00am
Location Sheraton Phoenix Downtown
340 N 3rd St, Phoenix, AZ 85004, USA
Region Americas
Details

This event is one of the only events designed specifically for those who are new to the financial planning profession. This event is for everyone getting ready to the enter or are within their first eight years of being in the profession.

Speakers

2024 Speakers

KEYNOTE SPEAKER:

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
Nerd's Eye View

SPEAKERS:

Jeaneese Ayandokon
Mentor & Volunteer Coordinator, 3rd Decade

George Fernández, MBA, CFP®, CPBC
Financial Services Professional & Certified Professional Business Coach

Brendan Frazier
Chief Behavioral Officer, RFG Advisory

Stephen de Man
Regional Director & Vice President, Dimensional’s Global Client Group

Joe’Mar Hooper, MPA
CEO, 3rd Decade

Julie S. Johnson
CEO, XY Communication

Dalia Rodriguez, AFC®
Bilingual Financial Mentor, 3rd Decade

Megan Stiles, CVA®, AFC®
Director of Mentor & Volunteer Engagement, 3rd Decade

Lillian Turner, CFP®, CSLP®
Financial Coach & Life Planner, Daring Greatly Wealth

Nikita Wolff
Senior Manager of Programs & Curriculum, 3rd Decade

Alia Wagenhoffer, CFP®
Senior Principal & Director of Business Integration, Cerity Partners

Felicia Wong, CPA, CFP®, EA
Founder, Aventurine Planning & Financial Futures LLC

Sponsors & Partners

2024 Sponsors

• Altruist
• Carson
• College for Financial Planning
• Dalton Education
• Dimensional
• Xtrackers
• FinServ Foundation
• Foundation for Financial Planning
• Ryan Insurance Strategy Consultants
• Saturna Capital
• Scholar Share529
• ThinkAdvisor
• XY Planning Network