When

Thursday, June 10, 2021 from 8:30 AM to 10:00 AM EDT
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Where

This is an online event. 
 

 
 

Contact

Clary Delano 
FPA of Metro New York 
303-867-7187 
cdelano@onefpa.org 
 

FPA of Metro New York NexGen Study Group 

Join this meeting of the FPA of Metro New York NexGen Study Group, a group for new CFP® professional planners, career changers, and those aiming to become CFP® professionals. Network with your local peers, gain insights into potential career paths, and develop planning expertise.

This study group is a place where those who are growing as planners can network with peers and learn from those who have gone before us.

If you are looking to:

• Gain insights into potential career paths
• Develop planning expertise
• Learn how to grow your business
• Service clients more effectively
• Make an impact on the profession you love…

then the NexGen Study Group is for you!

Topic for Thursday, June 10th:

Now that summer is upon us, let's talk about Summer Reading! Please be ready to discuss at least one financial planning related book or article you have read lately, and/or plan to read, what you liked/disliked about it, what you learned/hope to learn, and how you might implement it in your practice and with clients. 

We can't wait to hear what you are reading, or plan to read, and add it to our own Summer Reading lists!