Upcoming events

    • Wed, December 08, 2021
    • 5:00 PM - 6:00 PM
    • Virtual
    Register

    Click Here for Event Announcement!


    NexGen Team Leader:

    David Tassone, CFP®

    Mobile: (310)733-8386

    dtassone@kayecapital.com

Past events

Thu, November 18, 2021 FPALA Monthly Program: "An Introduction to Blockchain Technology: Empowering Financial Advisors to Understanding Investing in the New Age"
Tue, November 16, 2021 New Member Breakfast: Networking and Information Session
Wed, November 10, 2021 FPALA NexGen Study Groups
Thu, November 04, 2021 FPA OC/LA/SD SoCal Summit: "Finding Your Role In Estate Planning – How To Add Value Through Wealth Strategy Guidance"
Thu, October 28, 2021 FPALA Monthly Program: "Cybersecurity: How You Can Establish Readiness"
Tue, October 19, 2021 Orange County Tax and Financial Forum
Sat, October 16, 2021 Pro Bono Financial Planning Day
Wed, October 13, 2021 FPALA NexGen Study Groups
Thu, September 23, 2021 Monthly Program: "Delivering Better Client Experiences with Technology"
Wed, September 22, 2021 FPA Annual Conference
Wed, September 08, 2021 September FPALA NexGen Study Groups
Thu, August 26, 2021 Monthly Program: "IQ+EQ = Real Financial Planning"
Tue, August 24, 2021 2021 Advocacy Day in Sacramento
Thu, August 12, 2021 FPA NexGen Gathering 2021
Wed, August 11, 2021 August FPALA NexGen Study Groups
Thu, July 22, 2021 July Program: "Cryptocurrency: How Advisors Can Get Up to Speed"
Wed, July 14, 2021 JulyFPALA NexGen Study Groups
Wed, June 30, 2021 June Presentation: "Property Taxes: A Primer on Prop 19"
Wed, June 09, 2021 June FPALA NexGen Study Groups
Wed, May 12, 2021 May FPALA NexGen Study Groups
Wed, April 14, 2021 April FPALA NexGen Study Groups
Sat, April 10, 2021 Pro Bono Financial Literacy Day
Thu, March 25, 2021 New Member Breakfast: Networking and Information Session
Wed, March 10, 2021 FPALA NexGen Study Groups
Thu, February 25, 2021 FPALA Monthly Program: "Conversation Circle: Diversity, Equity, and Inclusion
Wed, February 24, 2021 FPA-LA Lunchtime with Team Tony Robbins: February 24, 2021
Wed, February 10, 2021 FPALA NexGen Study Groups
Mon, February 01, 2021 FPALA Board Meeting
Thu, January 28, 2021 "Optimize U: The Tools and Neuroscience of Peak-Performance"
Wed, January 13, 2021 FPALA NexGen Study Groups
Thu, December 10, 2020 FPA of Los Angeles Holiday Happy Hour
Sat, October 24, 2020 Financial Planning Day
Wed, October 21, 2020 NexGen SoCal Summit
Wed, October 14, 2020 NexGen So Cal Summit
Wed, October 07, 2020 FPA SoCal Summit - Applied Behavioral Finance with coaching Applications
Thu, September 17, 2020 Financial Planning after the SECURE Act
Thu, September 10, 2020 FPALA New Members Coffee via Zoom
Thu, August 13, 2020 FPALA NexGen presents Digital Client Communication

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Phone:  (323) 510-4870    Mail:  in care of Premium Organization, PO Box 4130  Scottsdale AZ 85261