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Event Details

"NexGen Happy Hour"
Event Details
Monday, October 23, 2017
Program: 7:30 P.M. - Adjourn: 9:00 P.M.
DoubleTree Suites by Hilton, Santa Monica
1707 4th St, Santa Monica, CA 90401
(818) 558-3908
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Cost
 pre-registeredAt the Door
Member $0 $25
Non Member $0 $25
 
Guest Speaker(s):

Alan Moore, Co-founder of the XY Planning Network


Event Schedule:

Event Details:
Come join us at the DoubleTree Santa Monica's Jazz Loft on Monday 10/23 at 7:30pm. It will be a NexGen meetup with Alan Moore to preview our 2017 Symposium the following day.

 
This event has already past. You will no longer be able to RSVPs for this event.

Speaker(s):

Alan Moore, Co-founder of the XY Planning Network

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top "40 Under 40" in financial planning, by Wealth Management as one of a "The 10 to Watch in 2015?, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
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