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.