September 28 2017 - NexGen Meeting - The NexGen Advisor: What is your Unique Value Proposition?
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When: Thursday, September 28, 2017
11:30 AM - 1:30 PM
Where: RegentAtlantic
1200 Mt. Kemble Avenue
Morristown, New Jersey  07960
United States

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The NexGen Advisor: What is your Unique Value Proposition?


Date: Thursday, September 28, 2017

Time: 11:30 AM – 1:30 PM

1200 Mt. Kemble Avenue
Morristown, NJ 07960

Registration Fee: 
Registration is required!

FPANJ Member Cost: Free!
Non-Member Cost: $10

Registration Deadline:
September 21, 2017


Complimentary lunch and soft drinks will be served.

Event Itinerary:
11:30 AM – Check-In and Networking

12:00 PM – Randy Vicchio and Kathy Kaye from Pershing will lead a conversation on what makes you special as a NexGen advisor. They will discuss how younger advisors can position themselves with clients and their senior advisors, how to connect with clients of all ages and how to determine their unique value proposition.


Special thanks to our sponsor, Charlie Kace:




Future Events:
November 2, 2017 – Fall Conference at William Paterson University (details to come)
January 2018 – Holiday Social
April 2018 – Round Table Discussions

If you have any questions regarding this event or the NexGen Special Interest Group, please contact:

Gerald Korey, CFP® -
Larissa Mehlfelder, CFP®, CAIA -
Jeanette Lucas, CFP® -
Tanya Walliser, CFP® -

Our Vision:
“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession.”



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