NexGen Financial Planner Career Path & Progression Panel Discussion and Q&A

Join Up with NexGen of FPA Greater Hudson Valley / Long Island / Metro New York

Financial Planner Career Path & Progression Panel Discussion and Q&A

No matter where you are within your career, learning and nurturing is always a part of the development cycle. Whether you are ready to take the next step and grow within your firm, start a financial planning organization on your own, or only have one foot in the door of the profession, NexGen experts are here to provide guidance, education and personal experiences.

 

Here is an opportunity to learn from seasoned professionals and venerable financial planners who are eager to share their wisdom and life experiences.

 

Our Panelists:

Hannah Moore, CFP®

Guiding Wealth, Owner & Founder; Create of the FPA Virtual Externship, Creator of BudgetingBlocks™

"You're a Financial Planner, Now What?" Podcast Host

 

Jesse Lineberry, CFP®

New Planner Recruiting

A leading recruiting firm for financial planners and business owners

 

Matt Cosgriff, CFP®, CPFA

Bergan KDV

A Wealth Management Group Leader who guides a team of 25 professionals to provide financial solutions to their clients

 

NexGen is a sub-community of FPA for CFP® professionals and career changers early in their careers and students or professionals aiming to become CFP®  professionals. Here's what you can look forward to:

• Gain insights into potential career paths

• Learn how to grow your business

• Development planning expertise

• Service clients more effectively

• Make an impact on the profession you love

REGISTRATION FOR FPA GHV MEMBERS:

After registering, you will receive an email confirming your registration.

The day prior to the event you will receive an email containing the Zoom link and information about joining the meeting.

There is no charge to participate.

For more information, please contact:

David A. Lasco, CFP®, CRPC®

david.lasco@ampf.com