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NexGen Study Group - Virtual Meeting
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NexGen Study Group - Virtual Meeting

When: Thursday, April 9, 2020
8:30 - 10:00 A.M.
Where: Zoom Meeting (Virtual)
United States
Contact: 303-867-7187

Online registration is closed.
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Join us on Zoom for the April 9th meeting of the FPA of Metro New York Chapter NexGen 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!



Agenda for Thursday, April 9th:


1. Chapter Business and Announcements


2. Open discussion

  • How are your clients handling this current period, what are their fears, and how have you helped them emotionally?

3. Planning Opportunities:

  • What planning opportunities are you discussing with your clients? Are you refinancing, reviewing estate plans, and rebalancing?
  • How are you describing this market environment to your clients and what investment advice are you giving?
  • What planning actions are you taking with the passing of the CARES Act?  



*We are committed to continue providing high quality CE programming without interruption to our FPA of Metro New York members and community. For the foreseeable future, all chapter continuing education meetings, committee meetings, and study group sessions will be held virtually in line with recommendations from the Center For Disease Control (CDC), New York State, and New York City authorities.  






Financial Planning Association of Metro New York

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

Phone: 800-322-4237 ext. 7187



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