NexGen Happy Hour with Alan Moore
January 29, 2018
5:30 PM CST - 7:30 PM CST
Camp Bar Third Ward
525 E. Menomonee St.
Milwaukee, WI 53202
https://www.campbarmke.com/milwaukee
Directions
Please join FPA of Wisconsin and NexGen for an opportunity to network with your peers and get to know Alan Moore, one of our featured speakers at the Member Quarterly Meeting the following day.
Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, by Wealth Management as one of a “The 10 to Watch in 2015″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.
Don't miss this NexGen event which is open to all FPA of Wisconsin members. Registration is free so register now!
Tickets
$0.00 Member Fee
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http://www.osthoff.com
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