Past Meetings

NexGen - Lunch & Learn // Student Loans and Options for Refinancing

January 29, 2019
12:00 PM - 1:00 PM

9350 Waxie Way, Suite 500
San Diego , CA 92123

Come be a part of the first NexGen meeting of 2019! We will be discussing the current landscape of student loans and options for refinancing. Derek Lau, from First Republic Bank, will be join us. Come learn, enjoy lunch and meet other NexGen members!

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1/25-27 Southwest Regional Conference

January 25, 2019 12:00 AM to January 27, 2019 12:00 AM

UCLA Conference Center - Lake Arrowhead
850 Willow Creek Road
Lake Arrowhead, CA 92352
Venue website

Kicking off in 2019, this new event promises to be a meeting of the minds in a most beautiful setting – the UCLA Conference Center January 25-27 in Lake Arrowhead, CA. By financial planners for financial planners, with great discussion and no distractions

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