This month's Journal contributors Matt Cosgriff and Cynthia Joyce dive into the challenges (and solutions) financial planners face in bridging the gap with the next generation. They are joined by former FPA NexGen president  Andrew Sivertsen to discuss attracting and retaining millennials, both as clients and as emerging leaders in the profession. The roundtable is followed by a live Q and A, moderated by an FPA Knowledge Circle host.

Course Information
Date Presented:
September 28, 2016 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round NextGen Issue
Speaker Information
Matt Cosgriff, CFP®   [ view bio ]
Cindy Joyce, MBA, CPA   [ view bio ]
Andrew Sivertsen, CFP®, CeFT™, CAP®  [ view bio ]
Individual topic purchase: Selected
FPA Member Price:$0.00
Non-Member Price:$0.00