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NexGen Financial Planners to Gather and Discuss Matters Important to Younger Financial Planning Professionals
DENVER – On June 19-21 the next generation of financial planning professionals and students will gather at the University of Texas at Dallas in Richardson, TX for the 10th Annual
FPA NexGen Gathering
. The event, which has doubled in attendance in recent years, is designed to allow attendees to engage in dialogue on issues of importance to young financial planners and those seeking to make financial planning their vocation.
Dozens of attendees are expected with the typical attendee being in the 21 to 36 age range. While conversation usually centers on early career issues, the event isn't about building an agenda featuring polished presentations. The schedule is flexible to allow attendees to come together around common issues and themes that are voiced during the event.
"Our goal is to design FPA NexGen Gathering with the attendee in mind. By making the event schedule flexible with ample time for networking and collaboration, the event can be more valuable for attendees," said 2015 FPA NexGen President Laurie Belew, CFP
. "This approach leads to more meaningful conversations and helps attendees develop deep, lasting relationships with their peers."
Several pre-conference presentations are planned for attendees where they will hear topics that apply to financial planning professionals of all ages and career levels:
Eric Sawyer, MS, CFP
will present Ethics: Creating Ethical Habits and Increasing Trust in the Financial Planning Profession. Sawyer is the Director of Planning with the Department of Personal Financial Planning (PFP) at Texas Tech University (TTU).
Kate Holmes, CFP
will present Stop Talking About Money: Having the Honest Conversations Your Clients Need. Holmes is Founder and CEO of Belmore Financial, LLC based in Las Vegas.
John Salter, PhD, CFP
will present a session on Reverse Mortgage Application. Salter is an Associate Professor of Personal Financial Planning at Texas Tech University and primary teaches retirement planning and portfolio management.
Three seasoned financial planners will lead discussions and encourage participation as facilitators, including:
Cheryl R. Holland, CFP
- President and Founder of Columbia, S.C.-based Abacus Planning Group, Inc., a financial advisory and investment counsel firm managing more than $900,000,000 in assets.
Joe Pitzl, CFP
- Managing Partner of Pitzl Financial in Minneapolis – St. Paul. Pitzl has been helping individuals and families gain better clarity and control over their personal finances and believes that money makes an excellent servant in life, but a horrible master.
Patrick Dougherty, MBA, CFP
- Founder and president of Dougherty Wealth Management in Dallas. Dougherty is an instructor for Southern Methodist University's CFP
Certificate Program and previously served as an adjunct professor for the University of Dallas Graduate School of Management's CFP
"FPA has a long commitment to creating a home for students and young professionals who want to connect with their peers and grow in financial planning profession. For 10 years, our FPA NexGen community has grown to a community of nearly 2,000 members and they continually seek to identify ways to support the members in their professional growth," said 2015 FPA President Edward W. Gjertsen II, CFP
. "FPA NexGen Gathering is a tremendous event that has been instrumental over the years in providing a solid foundation for younger financial planners."
Applications are now being accepted for two scholarships that covers registration fees, onsite lodging, conference meals and reasonable travel expenses. Those interested in securing a scholarship can learn about eligibility requirements and apply on the
. Scholarship winners will be announced by May 18.
The fee to attend FPA NexGen Gathering is intentionally kept low at $299 to make attending affordable for young professionals and students. The fee covers registration, room and board.
Denver, CO 80203