The National FPA NexGen group sponsors an annual conference each summer called “Gathering”. The 2016 conference was held in Dallas, TX and drew a max capacity 200 attendees. FPA of MN offered a new scholarship opportunity for one NexGen (36 and under) financial planner to attend the conference. This year’s winner was Lauren Klein. Read below to hear Lauren’s description of the positive impact of this conference on her business. If you are interested in attending next year’s Gathering conference stay tuned on National FPA emails and on FPA Connect; registration occurs in the winter and fills up quickly. If you are interested in attending for FREE stay tuned for FPA of MN’s scholarship opportunity which will be announced as soon as registration opens.
Lauren Klein, CFP®
“NexGen Gathering was an unbelievable experience not only did I take away a lot of ideas to implement in my practice but I also got to meet a lot of AMAZING NexGen advisors. As a group we discussed everything from how to move up in your firm, office dynamics and continuing education to utilizing technology, how to market your practice and improving the client experience. The biggest take away for me was the moral support and encouragement to move forward with my ideas and create my dream practice. Since the conference I used many of the ideas we discussed and made vast improvements on my blog and client experience. Overall the gathering was exactly what I needed to recharge my passion and refocus my energy to move forward. The people and the leaders were absolutely amazing and I couldn’t be more grateful for the opportunity!"
FPA - Connect
