Chapter News

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FPA of The Triangle NexGen Group

Our NexGen group holds bimonthly Mastermind sessions for community and collaboration for members in their first 8 years in the profession! Be sure to join the NexGen Slack channel.

2021 Event Schedule

Thursday, January 14th - Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m. - Topic: Economic Update with Dr. Michael Walden

Thursday, February 11th - Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m. - Topics: Fixed Income Investing in a Pandemic Economy & Overview of Charitable Giving

Thursday, March 11th - Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m. - Topic: Ethics with Jeff Rattiner, CPA, CFP, MBA

Thursday, April 22nd - Virtual Chapter Meeting

11:30 a.m. - 1:30 p.m. - Topics: Mastering Client Acquisition & Unlocking Cannabis Investments 2021

Thursday, May 13th - Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m. Topic: Federal Reserve Update

Thursday, June 10th - Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m. - Topics: New Planner Recruiting & Wake County Economic Development

Thursday, July 15th - Chapter meeting

11:30 a.m. to 1:30pm - Professional Ethics: Doing Business the Right Way & Lessons From the Pandemic
REGISTER HERE

Thursday, August 12th - TBD

Thursday, September 16th - Virtual Chapter Meeting

11:30-1:30pm - details and registration link to follow

Thursday & Friday, October 21st & 22nd - Fall Symposium of the Carolinas

See full schedule, speakers and sponsors by clicking on below link
Full Schedule & Registration Here

Thursday, November 11th - Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m. details and registration link to follow

December | No Meeting

Chapter Leadership

Chapter Partners

Platinum Sponsor
SEM Wealth Management

Gold Sponsors
RevLocal
Management Services International
Thrivent
Prudential
Vernon Capital Partners LLC

Silver Sponsors
Reverse Mortgage Funding
Capitol Financial Solutions
Key Investment Partners
Osterweis Capital Management
Chamaeleo Capital Management LLC
Select Sector SPDRs

Corporate Sponsor
FPA Insurance Benefits