You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


The Story of NexGen (for NexGen Gathering 2017)

June 15, 2017

FPA NexGen started in 2004 and has quite a story to tell already. With NexGen Gathering happening next weekend, our hope is that those attending will be able to see how special NexGen is, and more importantly, how impactful NexGen Gathering can be.
As with any telling of history like this, there are slightly differing accounts of specific events and we did our best to remain true to the stories we collected. What excited us was the consistent themes of the importance of NexGen and what is the essence, or the soul of NexGen.
We hope you enjoy and look forward to seeing you at NexGen Gathering 2017!

A very special thanks to Aaron Coates, Michael Kitces, Sabrina Lowell, Amy Mullen, Joe Pitzl, Jude Boudreaux, and of course… the Rat Pack!