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NexGen

Vision Statement

“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.”

Mission Statement

“NexGen is intended to be a community of the next generation of financial planners.”

NexGen strives to provide members with a network that serves to:

• Support, advise and encourage one another in our professional advancement
• Promote, foster and direct programs that aid in knowledge transference
• Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives

History

In 2024, the NexGen community officially turned 20 years old and what a way we’ve come in that time.

We are thrilled by the achievements that FPA NexGen and its members have made in the professional world and the broader FPA leadership.

The community includes numerous financial planning program instructors around the country.

Upcoming Events:

If you would like to attend a NexGen event, email your RSVP to jesse-stacy@thesecurepath.com

November 21, 2024 at Summit Financial; Topic - How to Stand out in Your Firm

December 18, 2024 at Corient; Topic - Pro Bono Planning