FPA NexGen Gathering 2020

06/21/2020 - 06/24/2020 • 2535 S Las Vegas Blvd, Las Vegas, NV 89109
FPA NexGen Gathering is one of the only events designed specifically for those who are new to the financial planning profession. Over four days in beautiful Las Vegas, you’ll connect with peers, discover new ideas, activate your curiosity and ignite your love of the profession. This June in Las Vegas, you’ll discuss hot topics and trends facing the future of the profession and get a chance to learn from some of the top minds in financial planning. This is the one time you’ll want to tell everyone what happened in Vegas! 😉

Schedule

  • 21 June
  • 22 June
  • 23 June
  • 24 June

Ambassador Training (Invite Only)

08:00 AM 12:00 PM

Hotel Check-in

03:00 PM 11:59 PM

Hospitality Lounge

03:00 PM 05:00 PM

Connection Kick-off

05:00 PM 06:00 PM

Dinner

06:00 PM 07:00 PM

Home Room Meeting (#1)

07:00 PM 08:00 PM

Networking Social

09:00 PM 10:00 PM

Breakfast

08:00 AM 08:45 AM

General Session

09:00 AM 10:00 AM

Home Room Meeting (#2)

10:15 AM 10:45 AM

Breakout Sessions: Financial Planning Focused

11:00 AM 12:00 PM

Lunch

12:00 PM 01:30 PM

Breakout Sessions: Financial Planning Focused

01:45 PM 02:45 PM

Break

02:45 PM 03:00 PM

General Session

03:15 PM 04:15 PM

Home Room Meeting (#3)

04:30 PM 05:30 PM

Breakfast

08:00 AM 08:45 AM

General Session

09:00 AM 10:00 AM

Home Room Meeting (#4)

10:15 AM 10:45 AM

Breakout Sessions: Financial Planning Focused

11:00 AM 12:00 PM

Lunch

12:00 PM 01:30 PM

Breakout Sessions: Financial Planning Focused

01:45 PM 02:45 PM

Break

02:45 PM 03:00 PM

General Session

03:15 PM 04:15 PM

Home Room Meeting (#5)

04:30 PM 05:30 PM

Hotel Check-out & Luggage Storage

07:00 AM 11:00 AM

Breakfast

08:00 AM 08:45 AM

General Session

09:00 AM 10:00 AM

Home Room Meeting (#6)

10:15 AM 10:45 AM

Closing Session

11:00 AM 12:00 PM

Sponsor Partners

Content Leaders

Susan Bradley,

Founder
Sudden Money® Institute
Susan Bradley, CFP®, CeFT® is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the CeFT® training). For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.

Luis Rosa

Founder
Build a Better Financial Future, LLC
Luis F. Rosa, CFP® EA came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City, he noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue an education. He founded Build a Better Financial Future LLC and is the host of the On My Way to Wealth podcast. Luis was named one of InvestmentNews 40 Under 40 in 2019 and Financial Advisor Magazine’s 10 Young Advisors to Watch. From participating as an FPA NexGen Ambassador, to speaking at the CFP Board’s Diversity Summit, Luis uses his platform to help spread financial literacy as well as encourage younger and diverse planners to join and thrive in the industry.

TD Ameritrade Institutional

Cornerstone Partner

Vanguard

Cornerstone Partner

Janus Henderson Investors

Strategic Partner
Janus Henderson Investors exists to help clients achieve their long-term financial goals. Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. With more than 350 investment professionals, we provide access to some of the industry's most talented and innovative thinkers, spanning equities, fixed income, multi-asset and alternatives, globally. Our investment teams blend insight, originality and precision with rigorous analysis, structured processes and robust risk management. We build client partnerships on openness and trust, channeling expertise from across the business and communicating the views of our experts in a timely and relevant way.

SEI Investments

Strategic Partner

American Heart Association

Strategic Partner
The American Heart Association is the nation’s largest voluntary organization with over 40 million volunteers and supporters dedicated to creating a world of longer, healthier lives. Sign up today at our table or go to Heart.org/AHAPAN to join our American Heart Association Professional Advisor Network. It’s a free and easy way to empower your clients in making a BIG impact and saving more lives.

Ryan Insurance Strategy Consultants

Strategic Partner
Ryan Insurance Strategy Consultants specializes in the advisement and implementation of the best group insurance products available to national associations, corporations, and employer groups. We manage the administration and policy services for the FPA's Group Long Term Disability and Term Life insurance plans offered to their members. We have been an FPA Strategic Partner and Institutional Member since 2007. Licensed to conduct business in all 50 states, our individual insurance division provides life, disability, and long term care insurance policy analysis for financial advisors and their clients.

TrueProfile

Strategic Partner

Kaplan Financial Education

Supporting Partner
The College for Financial Planning® - a Kaplan company - is the nation’s leading financial education institution. Founded in 1972, the College created the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has trained more than 200,000 professionals. Our flexible web-delivered classes featuring eBooks, HD streaming lectures, and interactive quizzes bring the classroom to your home or office. Graduates of the College are consistently ranked among the top financial advisors in the nation. Designations awarded include the AAMS®, CRPC®, WMSSM and CSRIC™. The College is also home to an accredited Master of Science degree program and a variety of continuing education courses.

FP Transitions

Supporting Partner
In just over a decade of work, FP Transitions and its team of innovators have forever changed the independent financial services landscape. FP Transitions has pioneered and re-engineered the way financial practices are valued, bought and sold, protected and transitioned from one generation to the next. The development of the “equity management” concept by the FP Transitions team gives today’s investment professionals the ability to build stronger, enduring business models that can deliver the well-earned rewards of a lifetime of work, and the satisfaction of doing what is best for the clients they serve.

Ambassador Training (Invite Only)

08:00 AM 12:00 PM

Hotel Check-in

03:00 PM 11:59 PM Sahara Main Lobby

Hospitality Lounge

03:00 PM 05:00 PM Shara

Connection Kick-off

05:00 PM 06:00 PM

Dinner

06:00 PM 07:00 PM

Home Room Meeting (#1)

07:00 PM 08:00 PM

Networking Social

09:00 PM 10:00 PM High Roller

Breakfast

08:00 AM 08:45 AM

General Session

09:00 AM 10:00 AM

Home Room Meeting (#2)

10:15 AM 10:45 AM

Breakout Sessions: Financial Planning Focused

11:00 AM 12:00 PM

Lunch

12:00 PM 01:30 PM

Breakout Sessions: Financial Planning Focused

01:45 PM 02:45 PM

Break

02:45 PM 03:00 PM

General Session

03:15 PM 04:15 PM

Home Room Meeting (#3)

04:30 PM 05:30 PM

Breakfast

08:00 AM 08:45 AM

General Session

09:00 AM 10:00 AM

Home Room Meeting (#4)

10:15 AM 10:45 AM

Breakout Sessions: Financial Planning Focused

11:00 AM 12:00 PM

Lunch

12:00 PM 01:30 PM

Breakout Sessions: Financial Planning Focused

01:45 PM 02:45 PM

Break

02:45 PM 03:00 PM

General Session

03:15 PM 04:15 PM

Home Room Meeting (#5)

04:30 PM 05:30 PM

Hotel Check-out & Luggage Storage

07:00 AM 11:00 AM

Breakfast

08:00 AM 08:45 AM

General Session

09:00 AM 10:00 AM

Home Room Meeting (#6)

10:15 AM 10:45 AM

Closing Session

11:00 AM 12:00 PM