FPA NEXGEN GATHERING 2018

June 24 - 26, 2018
University of California – Santa Barbara

Active Statement about the Conference

Bottom line. More context.

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. ​​

Passionate Planners

Join a community of like-minded planners from all over the country! This meeting of highly passionate planners in one space inevitably leads to conversations around how to be the best planner – for yourself, your clients, and your firm.

"key to success"

It is a great opportunity to form study groups, meet new friends, and a cultivate a peer network to share ideas and elicit feedback.

 

There are no stupid questions.

All topics are fair game. If you’re wondering, there’s likely another attendee who has had a similar concern or experience. You can find out what’s working and hear from the learning curves of others.

"take home"

You can develop skills to be implemented in the office – learn how your most passionate peers attack day to day client concerns, as well as the overall client experience.

2018 will feature Elizabeth Jetton and Michael Branham as our conference hosts and facilitators. This year’s theme will be “Grow Together” and will allow conversations to center around personal and professional growth, the remarkable history and future of the financial planning profession, and provide attendees with guided/supported discussions leaning on some of our profession’s most successful planners acting in “Profession Ambassador” roles. Additionally, attendees will have the option to receive a minimum of 2 CFP CE credits, with the ability to complete all available CFP CE during or after the conference (total hours TBD). 

Schedule of Events

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Elizabeth Jetton

Elizabeth has been a thought leader in the financial planning profession for the past 20 years. She served as President of the Financial Planning Association in 2004 and Chair of the FPA in 2005. In 2014 she co-founded TurningPoint, a company that offers consulting and focused on thoughtful and successful career transitions and succession planning for financial advisors.

Michael Branham

Michael served as President of FPA, the youngest in FPA’s history, in 2013. He ha also advocated in Washington D.C. on behalf of FPA to ensure that clients can expect a Fiduciary Standard of Care when working with a financial planner, financial advisor, or any financial professional where advice is given.

We think Gathering is such a great conference that if your employer isn’t convinced, we want to help. Email FPANexGen@OneFPA.org or call 303-759-4900, and we will guide you or your employer through the benefits of FPA NexGen Gathering.​

Accommodations

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Ground Transportation

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Cancellation/Refund Policy

Cancellations must be made in writing. All refunds are based on U.S. dollars and postmark date of written request. Cancellations postmarked on or before May 13, 2018 will receive a full refund less a $25 processing fee. No refunds are given after May 13, 2018.

Photography and Videography

FPA reserves the right to video tape and/or photograph sessions, events and attendee activities at FPA NexGen Gathering for potential use in future marketing and collateral promotions.

Questions?

Please contact FPA NexGen President, Ian Harvey, CFP®, if you have any questions.​

FPA NexGen Gathering 2018 Partners

Register For Conference Access

Space is limited and conference is expected to sell out!