May 18th @ 6pm Join NexGen for an amazing panel lead discussion on How to Successfully Break into the Financial Planning Field. Panel and Topics Include:
• Marguerita Cheng- skills and abilities needed to be successful in this field
• Alan Ioffredo- finding/growing client relationships, the importance of strong partnerships – colleagues, mentors and vendors, and life/work balance
• John O’Brien- an overview of the different types of financial service firms and the various roles one can have in our industry, (advisor, compliance, trading, operations, planning support, etc.).
• Mike Orentlich- building up Centers of Influence and Networking

Register here for the May 18th Panel Discussion