Date:
October 20, 2016
Time:
5:00 pm - 8:30 pm
Special Guest Speaker:
Alan Moore, XY Planning Network
Location:
CSUS, Alumni Center, 6000 J Street, Sacramento, CA
Agenda: 4:45 pm
Registration/Doors Open
5:00 pm - 6:15 pm
Opening Remarks & NexGen Panel
6:15 pm - 6:45 pm
1st Networking Session
6:45 pm - 7:45 pm
Keynote Speaker
7:45 pm - 8:30 pm
2nd Networking Session
8:30 pm
Program Closes
*Appetizers and beverages will be served.
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Top Reasons to Attend:
Students (CSUS, UCD, Los Rios)
- Have the opportunity to talk to several employers about jobs and intern opportunities
- Find new mentorship opportunities among leading advisors in the area
- Have the valuable advantage of meeting seasoned advisors and gaining very important advice about the profession
- This event is a huge resume builder for firms and professional events
- Learn more about the CFP test and test preparation options
NexGen (New professionals to the industry)
- Take advantage of the several mentorship opportunities
with seasoned advisors in the community - Learn about becoming a member of the NexGen community within the FPA chapter
- Networking opportunities with other NexGen professionals
- Several committees and volunteering opportunities + potential board positions
- Learn how to be the innovator of change for the future of the profession
Financial Planners
- Learn about the next generation of professionals
- Network/make connections with NexGen professionals
- Learn about working with the next generations of clients and how to market yourself to that clientele
- Engage in new discussions with your local FPA chapter about the many benefits of becoming a member
- Become a mentor to the next generation of professionals and help bridge the gap of knowledge and experience to pave the future of the profession
Employers
- Learn how to hire and keep the next generation of workers in your office
- Discover the benefits of having young talent in your office and where to find it
- Huge recruiting opportunities for all employers from the next generation community
- Lots of networking opportunities with other employers and the FPASponsorship opportunities
- A lot of potential new clients looking for opportunities to better their practices and firms
- Learn new techniques of the profession from FPA members and speakers
The NexGen KickOff Summit is for everyone and will offer lots of valuable ideas and information for the whole profession. Our key speaker, Alan Moore, is an innovative pioneer for the financial community and is going to touch on several topics that will benefit everyone in the profession. We welcome you to join the community and share your voice and your ideas. This is a major event you won't want to miss!
NOTE: You can save time and purchase your parking ticket ahead of time for only $3.00. Parking tickets purchased on the day of will be $6.00. Click here to access this option.
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Thank You to Our Event Sponsors!
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