Chapter News

For up-to-date news, please visit our Facebook and LinkedIn pages.

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! Check out our NexGen Facebook and LinkedIn pages for more information and join the NexGen Slack channel.

2020 Event Schedule

Thursday, January 9th | Lunch & Program

11:30 a.m. – 1:30 p.m. 1 hour session with networking

Thursday, February 13th | Lunch & Program

11:30 a.m. – 1:30 p.m. (2) 1 hour sessions with networking

Monday, March 9th | Interactive Ethics Lunch & Program

11:30 a.m. – 1:30 p.m. 2 hour ethics session with networking

Thursday, April 23rd | New Member Breakfast (CANCELLED)

7:30 a.m. – 9:00 a.m.

Thursday, May 21st | Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m. 1 CFP & 1 NCDOI CE credit approved

Thursday, June 11th | Virtual Lunch & Program

11:30 a.m. – 1:30 p.m

Thursday, July 9th | Summer Sizzler Virtual CE Event

2:00 p.m. – 4:00 p.m. @ NY Life Raleigh General Office

Thursday, August 20th | No Chapter Meeting Member Dinner (CANCELLED)

Thursday, September 10th | Virtual Chapter Meeting

11:30 a.m. – 1:30 p.m.

Thursday, October 8th | Full Day Virtual Symposium

8:00 a.m. – 5:00 p.m.
Register Here

Thursday, November 12th | Lunch & Program

11:30 a.m. – 1:30 p.m.
Register Here

December | No Meeting

Chapter Meetings will include 1-2 hours of CFP Board of Standards accepted CE and NC Insurance CE (when applicable) unless otherwise noted.

All monthly meetings will begin at 11:30 am and conclude by 1:30 pm unless otherwise noted.

Chapter Partners

Platinum Sponsor
Management Services International

Technology Sponsor
The TEK, LLC

Gold Sponsors
Reverse Mortgage Funding
Select Sector SPDR’s
SEM Wealth Management
North State Law
RevLocal
Performance System & Associates
Jackson Financial

Silver Sponsors
VR Business Solutions
Live Oak Bank
DWC