FPA NexGen Gathering 2022 Schedule

If you are attending FPA NexGen Gathering 2022 please refer to the mobile app for the most up to date agenda information.

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.
  • Meet your FPA NexGen Gathering 2022 Cohort Leaders!
• 12:15 PM – 12:30 PM           Break
• 12:30 PM – 2:00 PM            Lunch and Opening General Session: A Roundtable Discussion with Industry Thought Leaders
  Kick off the event with the industry thought leaders that will shepherd the conference as cohort leaders. In this session, we will set the tone for the conference experience as we dive into unique career paths and client stories, successes and failures that have been key to development in the industry, and cast a vision for where our profession is headed.
• 2:00 PM – 3:00 PM              Partner Presentations
  • The Client Experience by Design: Creating Loyal Clients and Driving Business Growth
    • Presented by Travis Brewer & Brandon Nilsson, Goldman Sachs Advisor Solutions
• 3:00 PM – 4:00 PM             Concurrent breakout sessions
  • Find Your Freedom: How Coaching Can Transform Your Life and Business
    • Presented by Jessica Harrington, MS, PCC Executive Business Coach at Carson Group
      and J.J. Peller, Executive Business Coach at Carson Group
  • Entrepreneurship vs. Intrapreneurship: How to Find Your Place Within the Industry
    • Presented by Abby Hasling CFP®, ChSNC® Financial Advisor at HC Financial Advisors
      and Bryan Hasling CFP®, EA Partner Advisor at Lodestar Private Asset Management
  • From Intern to CEO and Everything in Between: Crafting a Career in Financial Planning That's Authentically You
    • Presented by Neela Bushnell Hummell CFP® Co-CEO at Abacus Wealth Partners
• 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
    • Presented by Dr. Preston D. Cherry, CFT-I™, CFP® Founder and President of Concurrent Financial Planning
  • The Power of Stories in Sales Development, Relationship Building, Loyalty, Trust and Reducing Stress for All
    • Presented by Julie Johnson Founder and CEO at XY Communication
• 11:15 AM - 11:45 AM           Break
• 11:15 AM - 11:45 AM            A Conversation with CFP® Board
  • Discussion hosted by Kamila Elliott, CFP®
• 11:45 AM - 12:45 PM          Partner Presentations
• 12:45 PM - 1:45 PM            Lunch and General Session: State of FPA NexGen: Where We've Been and Where We're Going
  • Presented by FPA NexGen 2022 Committee Chair Kevin Clark, CFP® , CIMA, EA and FPA NexGen Committee Chair-elect Amie Agamata, CFP®
• 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
    • Presented by Chelsea Ransom-Cooper, CFP® Managing Partner and Financial Director at Zenith Wealth Partners
      1 hour of  CFP® CE credit
• 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 with Dr. Ajamu Loving
  Dr. Loving will focus on casting a vision for the future of financial planning, specifically how young planners can meet the needs of the client of the future. He will address the demographic changes our profession is currently experiencing, and how we can be equipped to better serve this new wave of clients in need of financial literacy and holistic planning.
• 1:30 PM - 1:45 PM               Break
• 1:45 PM - 2:45 PM              Cohort Conversations

                       --- End of Conference ---