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NexGen: Financial Planner Career Path & Progression Panel
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NexGen: Financial Planner Career Path & Progression Panel

When: Wednesday, September 16, 2020
5:30 - 7:00 P.M. EDT
Where: Virtual Event - Zoom
United States

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Join up with the NexGen communities of FPA of Metro New York, FPA of Greater Hudson Valley, and FPA of Long Island for a panel discussion featuring:

Hannah Moore, CFP®
Guiding Wealth, Owner & Founder; Creator of the FPA Virtual Externship; Creator of BudgetingBlocksTM; “You’re a Financial Planner, Now What?” Podcast host

Jesse Lineberry, CFP®
New Planner Recruiting
A leading recruiting firm for financial planners and business owners

Matt Cosgriff, CFP®, CPFA
Wealth Management Group Leader who guides a team of 25 professionals to provide financial solutions to their clients.





Why Join NexGen?

NexGen is a sub-community of FPA for CFP® professionals and career changers early in their careers and students or professionals aiming to become CFP® professionals. Here’s what you can look forward to:
  • Gain insights into potential career paths;
  • Learn how to grow your business;
  • Develop planning expertise;
  • Service clients more effectively;
  • Make an impact on the profession you love;
  • Learn from seasoned professionals and venerable financial planners who are eager to share their wisdom and life experiences.
No matter where you are within your career, learning and nurturing are always a part of the development cycle. Whether you are ready to take the next step and grow within your firm, start a financial planning organization on your own, or have one foot in the door of the profession, NextGen experts are here to provide guidance, education, and personal experiences. 




*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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