NexGen SOCAL SUMMIT - 2019

October 12, 2019
10:00 AM - 4:00 PM
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Cal State Fullerton
3 Banting (Room MPR 123/124)
Irvine, CA 92618
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The FPA NexGen communities of Southern California are proud to present our best-yet, 5th annual FPA SoCal Summit! This year we’re dialing in on two critical themes for NexGen planners: Building Business and Your Professional Growth.

We’re bringing together a few very special voices from the planning profession to talk with you about business development and professional development, and help you take your career to the next level. Come join the most forward-thinking financial planners from the SoCal region at an intentionally (and ridiculously) low cost, to up your professional game. Hear from:

  • J.D. Bruce, CPA, President of Abacus Wealth Advisors – If you’re not familiar with J.D. and Abacus, we highly recommend you check them out. This firm has a wonderful mix of innovation and mentorship at its core. J.D., who was hired to merge two solo practices into what is now a $2B AUM firm, has been featured on the XYPN Podcast (Episode #82) and is an expert in developing people in financial advisory firms. J.D will be talking about how to lead positive change in your organization even if you aren’t the “decision maker.”

 

  • Maddy Roche, Director of Member Services at XY Planning Network – Maddy has a really unique perspective in the financial planning world. She joined XY Planning Network as their very first employee in 2014 (her original title was Director of Getting Sh!t Done). Since that time, she’s helped the network grow from 30 member firms to nearly 1,000. Supporting the growth of thousands of financial advisors, she’s learned what it takes for growing advisors to succeed in the financial planning world. Maddy is going to share her experience entering the industry as a career changer and discuss the new landscape of alternative careers within the industry but outside of the traditional financial planner track. If you’ve ever felt restricted by the traditional career path, but want to make your mark in the industry, this presentation is for you!

 

  • Mark Cecchini, CFP®, Lead Planner at Facet Wealth, Inc. – Mark has over 6 years of experience directly serving individuals and families at two different multi-billion dollar RIA's and now subscription-based planning firm and fintech company Facet Wealth. He also serves as a part-time instructor at UCLA Extension’s Personal Financial Planning program and is passionate about financial planning and mentoring the next wave of NexGen professionals. In 2019 Mark was named to the InvestmentNews “Top 40 Under 40” professionals in the financial advice industry. Mark will be discussing business development and client segmentation. In his experience across 3 different firms he has served clients from 22 years old to 90 years old and anywhere from $100K to $300M in net worth.

In addition to these awesome speakers, we’ll have other excellent content (a learning lunch, advisor-growth themed panel, and more) with actionable insights you can take back to your office to help you and your practice flourish. We’ll also wrap things up with a sponsored happy hour where you can cap off a day of learning with tasty snacks and a fine beverage. Don’t miss this practically-free opportunity to learn with some of the best in the business!

Tickets

$25.00 SoCal Summit Ticket

$5.00 Student Ticket