Letter from Leadership

Kevin Clark
Kevin Clark
NexGen President
FPA of Central Ohio

As we look forward to 2022, I’d like to recognize the efforts of our volunteers last year. Thank you to those who served our community in 2021, and thank you those carrying the torch this year. Last year saw several noteworthy accomplishments by volunteers at the national level, including:

  • A two-day virtual Gathering experience planned by NexGen for NexGen
  • Over 50 articles from NexGen voices published by financial news outlets
  • Creation of monthly NexGen newsletters, including the one you’re reading
  • Research of best practices for NexGen, which will be distributed to local chapters soon

As we transition back into in-person experiences this year and expand our publications and resources, I ask that you continue to share feedback on how we are doing and, if you feel called, to please contribute to our efforts yourself. Our future is bright thanks to the talented individuals who choose to volunteer, and new volunteers are always welcome.


Member Spotlight

Jane Mepham
Jane Mepham, Founder/Principal Advisor for Elgon Financial Advisors, LLC
FPA of Austin

Each month we'll highlight an FPA NexGen member and learn a little about their FPA journey to this point. This month we heard from Jane Mepham, Founder/Principal Advisor for Elgon Financial Advisors, LLC. Jane has been a member of the FPA-Austin chapter since 2018. 

What do you enjoy about being a FPA member?

“It was the first organization, I joined when I switched careers to financial planning.

It’s the place where I started learning more about being a financial planner, and where I continue to congregate with like-minded professionals.

It’s where I first met and become friends with people in the industry. It’s become a part and parcel of my financial planning career.  

I enjoy being a part of the community, where I can discuss or get answers to different technical questions.”

Check out Jane’s recent article Money Lessons from Marathon Running Training and Fitness for Retirement Daily!


Chapter Spotlight

Kate Arndt
Kate Arndt CFP®
NexGen Director
FPA of Greater Indiana

After trialing several types of events, Greater Indiana’s NexGen community has found one that has seemed to stick—Planner’s Club. Planner’s Club participants receive a detailed case study to review prior to meeting as a group. From catching errors on a client’s tax return, to discussing retirement plan options, the case studies appeal and engage planners of all backgrounds. We’re excited to roll into 2022 with great momentum and a solid group of Club members!


Join the Conversation

FPA Activate

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FPA Connect

Engage with NexGen members around the country and stay up to date on current trends and topics impacting NexGen.
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FPA Knowledge Circles

Stay in the know by engaging with our over 20 different knowledge Circles.
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Stay Connected

Write for NexGen

If you are interested in writing on behalf of NexGen reach out to FPA NexGen PR Coordinator Haley Tolitsky to learn about current opportunities!
Email Hailey

FPA NexGen® Media Interest Survey

We are exploring some different media opportunities for the NexGen community starting in 2022 and would like your feedback. Fill out this short survey and tell us what content you're most interested in
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Upcoming Conferences

FPA Retreat

A one-of-a-kind event designed to help you relax, be reinvigorated, and challenge your way of thinking.
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FPA NexGen® Gathering

Designed for the next generation, this event helps you discover your community, develop your skills, and transform your career.
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