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NexGen Study Group: The Financial Plan
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8/8/2019
When: Thursday, August 8, 2019
8:30 - 10:00 A.M.
Where: Investopedia
114 W. 41st Street
8th Floor
New York, New York  10018
United States
Contact: 303-867-7187


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FPA of Metro NY Chapter NextGen Study Group

What is the NexGen Study Group?

NexGen is a sub-community for new CFP® professional planners, career changers early in their careers, and students or professionals aiming to become CFP® professionals.  

This study group is a place where those who are growing as planners can network with peers and learn from those who have gone before us.

If you are looking to:

 

 Gain insights into potential career paths
Develop planning expertise
Learn how to grow your business
Service clients more effectively
Make an impact on the profession you love…

The NexGen study group is for you!

NextGen Study Group Session - August 8, 2019: The Financial Plan

The main topic of the session is the Financial Plan:

·         What do you provide your clients?  How do they value it?
·         How do you deliver the financial plan?
·         What software do you use? What do you like and dislike about it?
 
Before we explore the financial plan we will spend some time talking about The Power of Purpose.  Please refer to the NGP Issue # 4.  What is your one sentence purpose statement?

 

*Please register by Wednesday, August 7 at noon.


CONTACT FPA of Metro NY

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Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpametrony.org

Phone: 800-322-4237 ext. 7187

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