Part 2 of the 3 part NexGen So Cal Summit
NexGen SoCal Summit – You’re Invited!
We’re going digital!
Please join the FPA NexGen chapters from Los Angeles, Orange County, and San Diego for our annual SoCal Summit!
3 digital sessions
The Future of the Profession - Together
Wednesdays at 1 PM PST
10/7, 10/14, 10/21
Cost for attendance for FPA Members: Free!
Cost for attendance for non-members: $20 per session
Week 1 – October 7 at 1 PM
Applied Behavioral Finance with Coaching Applications
Up to now, most discussion on the topic of behavioral finance has been theoretical. This presentation will move from theory to practical application in a planner’s business. Attendees will learn how emotions and cognitive shortcuts encourage investors to act contrary to their long-term goals, and what specific actions they can take. A few “coaching” principles will be taught with examples from the COVID crisis of 2020.
Presented by FPA Los Angeles NexGen
Week 2 – October 14 at 1 PM
Estate Planning Panel Discussion
Estate planning is essential to comprehensive financial planning. Join us for a wide ranging conversation around estate planning with Anne Wenger, Cody Parks, and Patrick Hicks. Our local experts will review the basics and share what you and your clients need to be thoughtful of when it comes to estate planning. Their professional insight will give you tools & ideas to help better serve your clients.
Cody Parks, J.D., LL.M. Taxation with Law Offices of Cody J. Parks
Anne Wenger, Attorney at McLaughlin Legal & Adjunct Professor at SDSU
Patrick Hicks, Head of Legal at Trust & Will
Presented by FPA San Diego NexGen
Week 3 – October 21 at 1 PM
Communicating Through Conflict
Goal: Provide communication and conflict resolution skills that can be used during conflicts with anyone in your life whether it is with a client, partner, or child. A tour of various communication models and best practices, such as Non-violent Communications, that can be used to de-escalate conflict and move the interaction forward toward the objective goal.
Presented by FPA Orange County NexGen