NexGen Networking Event
August 27, 2014
5:00 PM CDT - 7:00 PM CDT
Jimmy's Island Grill
2303 North Mayfair Rd
Wauwatosa, WI 53226
Directions
NexGen Happy Hour - Wednesday, August 27th
The FPA of Southern Wisconsin Chapter is excited to announce the launch of a NexGen chapter! You are invited to the NexGen Kickoff Happy Hour at:
Jimmy’s Island Grill
2303 N Mayfair Rd
Wauwatosa, WI 53226
Date: Wednesday, August 27, 2014
Time: 5-7 pm
What is NexGen?
NexGen is a group of professionals in the financial planning profession who are age 36 and under. This group includes paraplanners, brokers, advisors, associates, operations processors, compliance professionals and business owners.
Over 36?
No problem! Your well-seasoned experience will come in handy and be much appreciated in helping us promote NexGen to those younger planners/professionals in your office or networking groups! We will also encourage you to volunteer to share your experiences with us.
What value does the NexGen chapter bring to the FPA-SW chapter?
This group of professionals brings energy and creativity to the profession by actively applying our knowledge to the struggles our profession is facing.
I'm not in the NexGen demographic; how can I help?
- Encourage those in your office to attend our happy hour and other events, even if they are not FPA members.
- Consider becoming a mentor.
- Come! One of the primary purposes of NexGen is to help aid the transfer of knowledge between the pioneers of the profession and the future of the profession.
I'm under 36, how can I be involved?
- Come to the happy hour and learn more about NexGen. Food & drinks are on your own.
- Invite your friends.
- Be watching for future NexGen events.
For more information, contact Matt Miler at [email protected].
Future Meetings
2026 Financial Planning Symposium
Osthoff Resort
101 Osthoff Avenue
Elkhart Lake, WI 53020-0151
http://www.osthoff.com
November 10th Virtual Member Meeting
Virtual Event
What I've Learned Teaching Advisors to Use AI (and Where Most Get Stuck)
Save the Date for the December Virtual Member Meeting!
Virtual Event
