NexGen is a community of younger financial planners who work to support, advise, and encourage one another in our professional advancement.
“To ensure the transference of wisdom, tradition and integrity, from the pioneers of financial planning to the next generation of our profession”
NexGen strives to provide members with a network that serves to:
Support, advise and encourage one another in our professional advancement
Promote, foster and direct programs that aid in knowledge transference
Explore issues common to younger planners and seek means of accentuating the positives and finding resolutions for the negatives
Who are NexGen Members?
Individuals who are age 36 and under, and active in the financial planning profession
(this calendar includes all SD FPA events, not only NexGen)
NexGen Case Study CE Event with Sarah Lindsey
NexGen Case Study CE Event with Sarah LindseyNovember 8, 2017 @ 6:00 pm - 8:00 pmHoyleCohen, 9350 Waxie Way Suite 500, San Diego, CA 92123, USA
When you or your clients buy a home, navigating the mortgage options can be one of the more difficult obstacles to overcome. At our meeting, Mortgage Consultant Sarah Lindsey will walk us through multiple case studies that explore variables such as mortgage lengths, points, down payments, and government programs such as FHA loans.
This meeting will count as a 1 CE Credit for CFP®s.