Events / NexGen

NexGen


Questions? Contact David Tassone, CFP® by Email, or at (310) 207-5293.



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13
Aug
FPALA NexGen - Digital Client Communication
Thursday | August 13, 2020 : 1:00 P.M. - 2:00 P.M.

Location:


FPALA NextGen invites you to a stimulating conversation about using compelling communication to engage with clients. We are excited to host this panel with two people who live and breathe communications: blogger & podcaster, Ben Carlson, CFA, and Senior Editor of the Journal of Financial Planning, Ana Limón Trujillo.

Going remote has disrupted traditional client communications, but this is an opportunity for advisors who can connect with their clients affectively online. Whether through blog posts, newsletters, podcasts, or videos, thoughtful client communication is a critical skill for the advisor of the future. Join us for this deep dive into what key elements make for great client communication and experience when in-person is no longer an option.

 

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10
Sep
FPALA New Members And Board Opportunities Networking Coffee Chat
Thursday | September 10, 2020 : 8:30 A.M. - 9:30 A.M.

Location: TBD


FPA LA is excited to invite our new members to network with some of the most experienced chapter members.

Must be a member to attend!

Everyone is welcome to join FPA LA for a virtual Breakfast
  • New Members - come and find out how to get the most out of your membership and how to get involved.
  • Existing Members - come share your wisdom and experience with our newest additions.
  • Prospective Members - come and learn what FPA LA has to offer.

 

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24
Sep
FPALA NexGen Study Group via Zoom
Thursday | September 24, 2020 : 6:00 P.M. - 8:00 P.M.

Location: Virtual



 

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24
Oct
FPALA NexGen Behavioral Finance via Zoom
Saturday | October 24, 2020 : 1:00 P.M. - 2:00 P.M.

Location:



 

Registration not yet open
10
Nov
FPALA NexGen Study Group
Tuesday | November 10, 2020 : 1:00 P.M. - 2:00 P.M.

Location: Virtual



 

Registration not yet open
10
Dec
FPALA NexGen - Doing Well by Doing Good via Zoom
Thursday | December 10, 2020 : 1:00 P.M. - 2:00 P.M.

Location:



 


Questions? Contact David Tassone, CFP® by Email, or at (310) 207-5293.
Upcoming Events:

13
Aug
 
FPALA NexGen - Digital Client Communication
Thursday | August 13, 2020 1:00 P.M.
20
Aug
 
FPALA Education Event
Thursday | August 20, 2020 12:45 P.M.
10
Sep
 
FPALA New Members And Board Opportunities Networking Coffee Chat
Thursday | September 10, 2020 8:30 A.M.
24
Sep
 
FPALA NexGen Study Group via Zoom
Thursday | September 24, 2020 6:00 P.M.
17
Oct
 
ProBono: Financial Planning Day
Saturday | October 17, 2020 10:30 A.M.
22
Oct
 
FPALA Allied Mixer
Thursday | October 22, 2020 6:00 P.M.
24
Oct
 
FPALA NexGen Behavioral Finance via Zoom
Saturday | October 24, 2020 1:00 P.M.
10
Nov
 
FPALA NexGen Study Group
Tuesday | November 10, 2020 1:00 P.M.
19
Nov
 
FPALA Monthly meeting
Thursday | November 19, 2020 12:45 P.M.
View Calendar >>
 

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