Join us on May 1-2, 2026 in Kansas City for an opportunity to connect with other NexGen advisors throughout the country as well as gain useful content, education, and resources to help you continue to grow as a NexGen planner within our profession.
Agenda & Additional Details
2026 FPA NexGen Mini-Gathering
Hosted at American Century Investments | May 1, 2026
9:00 – 10:00 AM — Registration, Breakfast & Networking
10:00 – 11:00 AM — Opening Session
- Introduction — Jordan Priddy
- American Century / Avantis Overview (Presenter TBD)
- Individual Introductions & Ice Breakers — Meghan Hein
- Small Group Assignments – Jordan Priddy
11:00 – 11:10 AM — Break
11:10 AM – 12:00 PM — First Small Group Session
- Martin Seay — PERMA / Positive Psychology in Financial Planning
- Matt Boersen — Proactive Tax Advice for Those Retiring Before Age 65: The Three Stages of Retirement Tax Planning
- Derek Lawson — Navigating Your Career in Financial Planning & the Evolution of an Advisor
- Dennis Moore — Volunteer Involvement and Career Impact: Examples from the CEO of FPA
- Kristen Buchman — How to Run a Great Client Meeting When You’re Not the Lead Advisor
12:00 – 1:00 PM — Lunch
1:00 – 2:00 PM — Large Group Q&A Panel
2:00 – 2:15 PM — Break
2:15 – 3:15 PM — Second Small Group Session
- Martin Seay — Industry Trends, CFP® Hiring, and the Job Landscape
- Matt Boersen — Building Confidence in the Ability to Retire: Handling the Emotional Aspects of Clients Entering Retirement
- Derek Lawson — Financial Planning from a Business Owner’s Perspective
- Dennis Moore — Exploring FPA: Understanding the Strategic Plan and Career Impact
- Kristen Buchman — Different Perspectives: A Conversation Between Two CFP® Siblings
3:15 – 3:20 PM — Break
3:20 – 4:20 PM — Closing Large Group Session
- Group Wrap-Up
- Key Takeaways
- Idea Harvesting
- Implementation as a Cohort
6:00 PM — Dinner (TBD)
8:00 PM — Kansas City First Fridays Social Outing
- Join us to explore local food and drink spots during Kansas City’s First Fridays event.
This event is approved for 7 hours CFP CE.