2019 June Chapter Meeting Program in Simulcast in Ft. Collins

June 28, 2019
11:30 AM MDT - 2:00 PM MDT
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Retirement & Estate Advisors, Inc. Office
4703 Boardwalk Drive, Bldg B, Suite 1
Ft. Collins, CO 80525
 Directions

Chapter Meeting 
June 28, 2019
11:30 a.m. - 1:30 p.m.

Building a Bridge to the Next Generation
with Kate Healy 
Hiring NextGen talent is about more than just your succession plan. It's about better serving your clients now. It's about enhancing your client experience. And it's about your bottom line. As the industry continues to evolve - and the world around us continues to disrupt how we interact with one another - financial advisors and insurance agents need to understand and embrace the importance of working with - and developing - the next generation of talent, both as clients and colleagues.

You'll learn:

  • The impact of hiring NextGen talent on your clients and your bottom line
  • Statistical data about the state of the industry
  • How to prepare your firm for successful NextGen recruitment and retention

 

 Kate Healy is TD Ameritrade's Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. She is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 "10 to Watch" list. In 2016, Investment Advisor magazine named her one of the industry's 25 most influential people. And she was TD Ameritrade's 2014 Impact Award winner for Diversity and Inclusiveness.

Attend in person at the Wellshire Event Center, in Denver,
or by Simulcast in Fort Collins

 

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

Tickets

$10.00 FPA Non Members