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NexGen Study Group
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2/13/2020
When: Thursday, February 13, 2020
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


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FPA of Metro New York 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…

then the NexGen Study Group is for you!

 

 

Topics for Thursday, February 13th:

 

At this meeting, we will be discussing planning opportunities and challenges as a result of the SECURE Act, and how to bring value to your clients and your practice in light of these changes.

We will also be discussing the article "Active Networking: Creating Opportunities to Share Your Message" from the January 2020 issue of FPA Next Generation Planner. Here is a link to the article, and following are some questions to consider:

  • What are the differences between B/C networking and B/B networking?
  • How do you cultivate a relationships with COIs?
  • How do you become a trusted source for COIs?
  • Building your network of experts—How do you quickly evaluate the experts that you are referring to your clients?  How do you know they are going to provide the level of service and competence that you provide your clients?  

  

*Please register by Wednesday, February 12th 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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