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FPA NexGen Gathering 2015

NexGen Gathering 2015.jpeg

June 19 - 21, 2015

The University of Texas at Dallas​

Richardson, TX

Facilitated by Joe Pitzl, CFP®, Cheryl Holland, CFP® and Patrick Dougherty, CFP®

Thank You To All Of The Sponsors & To Everyone Who Participated! 

We hope you consider joining us for Gathering 2016!

Building Community

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering Friday, June 19 - 21, 2015 at The University of Texas at Dallas in Richardson, Tex. This event provides an opportunity to discuss hot topics and trends facing the future of the financial planning profession and a chance to get to know your peers, colleagues and the FPA leadership in an intimate and free-flow setting.

We welcome all members of the financial planning com​munity to join the conversation and experience the pulse, passion and vision of the next generation of financial planners.

Financial planning thought leaders, Joe Pitzl, CFP®; Cheryl Holland, CFP®; and Patrick Dougherty, CFP® will be facilitating the event!

Check out the FPA NexGen YouTube video to learn more about the FPA NexGen community for young professionals.​

Lodging is available at The University of Texas at Dallas and included if you select onsite lodging registration. Staying within our designated room block allows us to keep your registration costs low and continue to negotiate competitive rates for the event.

If you prefer to make other accommodations, please select the offsite lodging option. Offsite lodging is available at Wingate by Wy​​ndham. Attendees are responsible for booking ​their own off-site housing accomodations. Call the hotel to make reservations. The number is 972-234-5400. ​Hotel is less than a 5 minute drive and attendees will be responsible for arranging their own transportation.

Ground Transportation

There are various ground transportation options to get from ​Dallas/Fort Worth International ​Airport​ and Dallas Love Field Airport. Visit the sites for information about ground transportation and to select the option that works best for you. 

If you decide to take SuperShuttle from the airport to The University of Texas at Dallas or the Wingate by Wyndam, you can take advantage of a promotion that will save you $3.00 off one-way / $6.00 off round trip discount. Attendees will receive the discount if reservations booked online. You must use the code: U636P

​NOTE: There is $2.00 reservation booking fee if the guest calls directly into reservations.​​

Cancellation/Refund Policy
Cancellations must be made in writing. All refunds are based on U.S. dollars and postmark date of written request. Cancellations postmarked on or before June 12, 2015 will receive a full refund less a $25 processing fee. No refunds are given after June 12, 2015.

Photography and Videography
FPA reserves the right to video tape and/or photograph sessions, events and attendee activities at FPA NexGen Gathering for potential use in future marketing and collateral promotions. 


Please contact FPA NexGen President, Laurie Belew, CFP®, if you have any questions.​