The FPA Annual Conference has a myriad of sessions, learning activities and resources to help you as a NexGen member. We’ve created a roadmap to navigate the conference to help you navigate sessions, networking opportunities and resources to take you to the next level in the profession.  And CE credits will also be available for both live and recorded sessions.

Learn more about topics critical to your success! From being compliant with social media to client management tips – daily tracks, round table discussions and the FPA exchange, you have more ways for you to learn and connect with peers than ever before. Below is a suggested road map to follow at the conference:

  • Tuesday, 8:00 AM – 5:00 PM – Knowledge Circle Summit Session - Business Success Knowledge Circle
  • Wednesday, 10:30 AM – 11:30 AM – NexGen Mini Talks
  • Wednesday, 12:35 PM – 1:35 PM – Business Rapid Fire
  • Wednesday, 1:45 PM – 2:45 PM – Mega Trends in Financial Planning – Technology’s Role
  • Wednesday, 3:00 PM – 4:00 PM – Best Practices Panel: Career Paths - Designing the Right Fit for You
  • Wednesday, 5:15 PM – 6:15 PM – Roundtable - Practice Management and Marketing Issues for NexGen and Millennials
  • Thursday, 7:00 AM – 7:55 AM – Economic and Marketing Update, Sponsored by Commonwealth Financial Network
  • Thursday, 9:30 AM – 10:30 AM – NexGen Wiser Together Cafe
  • Thursday, 10:50 – 11:50 AM – Succession Planning Mistakes to Avoid
  • Thursday, 11:50 AM – 1:00 PM – NexGen Town Hall
  • Thursday, 1:10 PM – 2:10 PM – Management and Ownership: Separate Realities
  • Thursday, 2:25 PM – 3:25 PM – Best Practices Panel - Succession Planning Realities from Seller and Buyer Perspective
  • Thursday, 3:50 PM – 4:50 PM – The Most Efficient Ways to Save and Pay for College
  • Thursday, 4:55 PM – 5:55 PM – Roundtable - Internships - The Best Practices Guide for Hiring, Managing, and Keeping Interns in Your Practice
  • Friday, 9:45 AM – 10:45 AM – Social Media and Compliance
  • Friday, 11:00 AM – 12:00 AM – The FPA Media Panel: What Journalists Look for in Sources and Stories

Attending the largest gathering of CFP® professionals and though leaders in financial planning allows you to connect with thousands of peers in the profession. The FPA Annual Conference provides networking opportunities outside of normal conference experiences. Below are a list of specific NexGen activities you can attend to network with peers.

  • Wednesday, 9:00 PM – 11:00 PM – NexGen Offsite After Party (Pratt Street Ale House, sponsored by Shareholders Service Group)
  • Thursday, 11:50 AM – 1:00 PM – NexGen Town Hall
  • Thursday, 7:00 PM – 8:30 PM – NexGen Reception (sponsored by Ryan Insurance)
  • Visit the NexGen Lounge in the Exhibit Hall during exhibit hours to mingle with NexGen peers (sponsored by FP Transitions).

For the past few years, onsite business coaches have provided personal practice management strategy advice.  The Business Consulting Lounge allows you to get one-on-one advice from noted business experts in cybersecurity, leadership, marketing, productivity, public relations/branding, social media and team building. Business Coach recommendation for NexGen members include:

  • Marketing/Branding - Learn how to utilize marketing tools (and which ones!) in your practice to generate leads, engage with existing clients and build your professional brand.
  • Social Media – Develop a social media program that engages your audience and positions you as a thought-leader.
  • Websites – Learn how to build a website to improve your digital brand, build trust and generate leads effortlessly online.

Want to Get Involved in the NexGen Community?  Learn how to get involved, what events can help you connect with peers and get involved in leadership opportunities.

The NexGen community would like to thank FP Transitions as our NexGen Presenting Sponsor!