When

Thursday, November 30, 2017 from 6:00 PM to 8:00 PM PST
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Where

Abacus Wealth Partners 
700 South B Street
Suite 200
San Mateo, CA 94401
 

 
Driving Directions 

Contact

Susan Adams 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

November 2017 NexGen Event

 

FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals. 

 

Join us for our NexGen Event on Thursday, November 30, 2017 at 6:00 pm.  

Kacy Gott, CFP® will be speaking on "What's comes after CFP®?"

 

About the meeting:

The attendees will benefit from the presentation by learning different avenues of how to advance their career, and knowledge of the financial planning profession, after completing their CFP® designation.   Kacy will discuss the transition from associate to lead advisor and evaluate various continuing education options (certifications and masters programs).

About the Speaker:

Kacy Gott has over 20 years of experience as a financial planner. He has taught classes both at Golden Gate University and UC Berkeley. In addition, he mentored new financial planners thorough the FPA residency program.