This schedule is subject to change.

Tuesday, August 23 - Invest in Yourself

  • 8:00 AM – 4:00 PM            Registration open
  • 8:00 AM – 4:15 PM             Meet with Exhibitors
  • 11:00 AM – 11:30 AM          Welcome to Gathering 2022
  • 11:30 AM – 12:15 PM           Cohort Conversations
    • Lead by an experienced mentor with content and direction sourced by the participants present, cohort sessions are an opportunity for attendees to connect and discuss in small groups.
  • 12:15 PM – 12:30 PM           Break
  • 12:30 PM – 2:00 PM            Lunch and Opening General Session
  • 2:00 PM – 3:00 PM              Partner Presentations
  • 3:00 PM – 4:00 PM             Concurrent breakout sessions
    • Find Your Freedom: How Coaching Can Transform Your Life and Business
    • Entrepreneurship vs. Intrapreneurship: How to Find Your Place Within the Industry
    • From Intern to CEO and Everything in Between: Crafting a Career in Financial Planning That's Authentically You
  • 4:00 PM - 4:15 PM              Break
  • 4:15 PM - 5:00 PM              Cohort Conversations
  • Evening                                    Free time  / dinner on own

Wednesday, August 24 - Invest in Your Clients

  • 8:00 AM - 4:00 PM            Registration open
  • 8:00 AM - 3:30 PM             Meet with Exhibitors
  • 8:00 AM - 9:00 AM            Breakfast
  • 9:00 AM - 10:00 AM          Cohort Conversations
  • 10:00 AM - 10:15 AM         Break
  • 10: 15 AM - 11:15 AM          Concurrent breakout sessions
    • Tax Planning Opportunities in a Tax Return
      • Presented by Sam Nguyen, CFP®, EA Director of Tax at XY Planning Network
        1 hour of  CFP® CE credit
    • Why Psychology Matters in Financial Planning
    • The Power of Stories in Sales Development, Relationship Building, Loyalty, Trust and Reducing Stress for All
  • 11:15 AM - 11:45 AM           Break
  • 11:45 AM - 12:45 PM          Partner Presentations
  • 12:45 PM - 1:45 PM            Lunch and General Session
  • 1:45 PM - 2:00 PM              Break
  • 2:00 PM - 3:00 PM             Concurrent breakout sessions
    • Financial Advice Amidst Global Uncertainty: Tuning Out the Noise and Recognizing Opportunities
      • Presented by Violeta Diaz, Ph.D. Associate Dean and Associate Professor of Finance at St. Mary's University
        1 hour of  CFP® CE credit
    • Should We Add Crypto? Why and How
      • Presented by Adam Blumberg, CFP® Co-Founder and President at Interaxis and Co-Founder of Planner DAO
        1 hour of  CFP® CE credit
    • The Underserved is More Than a Cliche
  • 3:00 PM - 3:30 PM              Break
  • 3:30 PM - 4:30 PM              Cohort Conversations
  • 4:30 PM - 7:30 PM              Free time / dinner on own
  • 7:30 PM - 10:30 PM            Closing night party!
                                                         Powered by Ryan Insurance Strategy Consultants

Thursday, August 25 - Invest in Your Community

  • 8:00 AM - 9:00 AM             Breakfast
  • 8:00 AM - 1:45 PM              Meet with Exhibitors
  • 9:00 AM - 9:45 AM             Cohort Conversations
  • 9:45 AM - 10:00 AM           Break
  • 10:00 AM -  11:30 AM         Financial Education Activity
    Participate in an onsite financial literacy activity in support of Jobs for Nevada Graduates. High school students will be joining attendees onsite to partake in the Junior Achievement Personal Finance Program. The curriculum will cover topics like earning, employment and income, investing, credit and debt which are all very timely topics for students as they prepare to embark on this next chapter. Join this activity to help change the life of a student and make a lasting impact during your time at FPA NexGen Gathering.
    *Advanced registration required.
  • 11:30 AM - 11:45 AM           Break
  • 11:45 AM - 1:30 PM             Brunch and Closing General Session
  • 1:30 PM - 1:45 PM               Break
  • 1:45 PM - 2:45 PM              Cohort Conversations

                       --- End of Conference ---