September 28 2017 - NexGen Meeting - The NexGen Advisor: What is your Unique Value Proposition?
Register Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 9/28/2017
When: Thursday, September 28, 2017
11:30 AM - 1:30 PM
Where: RegentAtlantic
1200 Mt. Kemble Avenue
Morristown, New Jersey  07960
United States


Online registration is available until: 9/28/2017
« Go to Upcoming Event List  


Printable Flyer (pdf) - Click Here

 
The NexGen Advisor: What is your Unique Value Proposition?

  

Date: Thursday, September 28, 2017

Time: 11:30 AM – 1:30 PM

Location:
RegentAtlantic
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® - gkorey@regentatlantic.com
Larissa Mehlfelder, CFP®, CAIA - llarissa.mehlfelder@mqsadvisors.com
Jeanette Lucas, CFP® - Jeanette@condorcapital.com
Tanya Walliser, CFP® - Tanya@condorcapital.com

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

 

 

Membership Management Software Powered by YourMembership  ::  Legal