Sign In

Skip Navigation LinksOneFPA > Community > NexGen > FPA NexGen Gathering

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​About FPA NexGenGathering Schedule of Events​​

2018 Gathering Conference: June 24 - 26, 2018

University of California - Santa Barbara


UCSB Campus.jpg 

Join the best and brightest minds of the next generation of financial planners at the annual FPA NexGen Gathering. 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 community to join the conversation and experience the pulse, passion and vision of the next generation of financial planners. ​​

Conference Highlights​

2018 will feature Elizabeth Jetton, CFP® and Michael Branham, CFP®​ as our conference hosts and facilitators. This year's theme will be "Grow Together" and will allow conversations to center around personal and professional growth, the remarkable history and future of the financial planning profession, and provide attendees with guided/supported discussions leaning on some of our profession's most successful planners acting in "Profession Ambassador" roles. Additionally, attendees will have the option to receive a minimum of 2 CFP CE credits, with the ability to complete all available CFP CE during or after the conference (total hours TBD). 

​View Agenda​ Here

​Registration Rates* ​Sold Out!

​​Lodging Rates  Sold Out!​

​FPA Member Rate: $209 Advance Registration
Non-Member Rate: $259 Advance Registration
​Single Room: $​225 (+ additional $85 for Saturday)
Shared Room: $140 (+ additional $45 for Saturday)​
​​On April 2, 2018 ​Registration Rates will adjust to the Standard Rates:
​FPA Member Rate: $249 Standard Registration
Non-Member Rate: $299 Standard Registration

*Please be sure to review the Registration and Cancellation policies. Click here.

If you are seeking support in presenting this conference to your employer, your 2018 NexGen leaders have outlined some reasons​ that you are welcome to use! We think Gathering is such a great conference that if your employer isn't convinced, we want to help. Email or call 303-759-4900, and we will guide you or your employer through the benefits of FPA NexGen Gathering.​

For assistance with NexGen Gathering registrations and lodging, please contact FPA Member Services at or call 800.322.4237.

Scholarship Winners

FPA is pleased to announce the FPA NexGen Gathering 2018 scholarship winners!

Roger Ma, CFP®
Founder of Life Laid Out in New York

Scarlett Che, CFP®
Associate Advisor at Connemara Group in Maryland

Daria Victorov, CFP®
Financial Advisor at Abacus Wealth Partners in California

FPA NexGen Gathering 2018 Partners

FP Transitions.jpg

Shareholders Services Group.jpg


  ​2018 is Sold Out! To inquire about 2019 opportunities, please contact​.​

View Agenda​ Here​