Print Page   |   Contact Us   |   Sign In   |   Become a Member
NexGen Study Group
Tell a Friend About This EventTell a Friend

When: Thursday, December 12, 2019
8:30 - 10:00 A.M.
Where: Investopedia
114 W. 41st Street
8th Floor, Bull Conference Room
New York, New York  10018
United States
Contact: 303-867-7187

Online registration is closed.
« Go to Upcoming Event List  


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!



Topic for Thursday, December 12th:  Case Study - Small Business Owners


Join us on December 12th when we'll be reviewing together this case study, focused on small business owners. Please read it in advance, see if you can identify some of the financial planning gaps or opportunities, and develop an action plan.

The FPA of Metro New York Chapter's 2020 Chair, Robert Hernandez, will attend in-person to guide the discussion. He is looking forward to sharing a holiday message with the roundtable!


*Please register by Wednesday, December 11th at noon.




Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



About FPA of Metro NY

Members Only

Events Calendar

Career Center



Pro Bono




Membership Management Software Powered by YourMembership  ::  Legal