Next Gen
Join the Discussion!
The FPA of RI hosts quarterly meeting with Rhode Island's next generation of Financial Advisors. The meetings are open to all Rhode Island CFP's who have been in the business for less than 10 years, or those on track to earn their CFP.
Sample discussion topics:
- Setting expectations for clients
- Attaining various credentials
- Investment products
- Financial planning strategies
Next Gen meetings are a great way to learn how your peers are operating in the financial planning profession. It can also function as a great way to brainstorm or "workshop" your own ideas. If you'd like to join our Next Gen discussions contact Nathan Beauvais at nbeauvais@sowafinancial.com