NexGen Committee

FPA NexGen Vision Statement:
"To ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of our profession."

FPA NexGen Mission Statement:
"NexGen is intended to be a community of the next generation of financial planner."

NexGen is a sub-community of FPA, geared toward planners 36 years or under, in addition to those who are new to the profession.

We envision our group to be a place that helps new planners and career changers learn best practices from their peers and experienced planners.

NexGen strives to provide members with a network that serves to:
  • Support, advise and encourage one another in our professional advancement
  • Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for negatives
 Committee Chair:  Natalie Romano

If you are interested in being a member of the Greater Phoenix NexGen community or joining the NexGen committee, contact Suzie Eyrich.

FPA of Phoenix NexGen LinkedIn Group Follow us on Twitter!

Upcoming NexGen Events

    • Thursday, December 21, 2017
    • 4:30 PM - 6:30 PM
    • Weft and Warp

    We made it to the end of another great year and it's time to celebrate! Come out with us on December 21st from 4:30 - 6:30pm to try out a new, hot spot, have a drink and some apps and relax for a few hours.  It's the perfect time to reflect on your accomplishments and think about where you want to go next year and maybe get some ideas from the group.

    We are encouraging everyone to bring a friend - and maybe someone who is thinking about becoming a planner or is just getting started.  You could help a friend link up with someone who gets them in the door for the first step in their career - what better way to start the new year?!

    Edward Jones is partnering with us to help us make this biggest event of the year - so please be sure to thank them for their continued support of our group!

    Look forward to seeing everyone there! 

    Location: Weft and Warp Art Bar - Hotel AnDaz

    6114 N. Scottsdale Rd. Scottsdale, AZ 85253

Past NexGen Events

Tuesday, November 07, 2017 NexGen Breakfast Bites November
Wednesday, August 30, 2017 NexGen Happy Hour @ TEN
Wednesday, July 19, 2017 NexGen Breakfast Bites
Thursday, April 13, 2017 NexGen Spring Meetup - OHSO
Saturday, March 11, 2017 NexGen Hike up Piestewa Peak
Thursday, January 26, 2017 NexGen Breakfast Bites
Thursday, December 08, 2016 NexGen Holiday Party
Thursday, November 17, 2016 NexGen Breakfast Bites
Thursday, July 21, 2016 NexGen Summer Gathering
Wednesday, May 04, 2016 Quatro de Mayo NexGen event
Friday, February 19, 2016 NexGen Volunteer Event- Junior Achievement BizTown
Thursday, January 14, 2016 Breakfast Bites
Wednesday, December 09, 2015 NexGen Annual Holiday Party
Wednesday, October 14, 2015 FP Day Volunteer Interest Conference call
Wednesday, October 07, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 30, 2015 FP Day Volunteer Interest Conference call
Thursday, September 24, 2015 NexGen Breakfast Bites
Wednesday, September 16, 2015 FP Day Volunteer Interest Conference call
Wednesday, September 09, 2015 FP Day Volunteer Interest Conference call
Thursday, June 25, 2015 NexGen Happy Hour
Wednesday, April 29, 2015 NexGen Q&A Session with Michael Kitces
Wednesday, March 11, 2015 NexGen Social Event
Wednesday, November 12, 2014 FPA of Greater Phoenix NexGen Meeting
Wednesday, July 09, 2014 FPA of Greater Phoenix NexGen
Wednesday, May 14, 2014 FPA of Greater Phoenix NexGen Meeting

of Greater Phoenix

Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283   
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