#NEXTGEN21 GLOBAL
FINANCIAL PLANNING CONFERENCE

FROM NEXTGEN PLANNERS (UK), IA COMMUNITY (US) & FRIENDS

JUNE 23RD: THE AMERICAS LEG

NextGen

It's a mindset. Not an age.

JOIN THE GLOBAL CONFERENCE

Attend and participate live in your time zone, and as you wish.

Get access to all global session recordings and learn from your international peers for 30-days following the conference. 

JUST $85  |  FREE FOR STUDENTS

CHANGING THE FACE OF CONFERENCES

Speakers participated in the International Speaker & Influencer Program*

The program is committed to diversity and developing the next generation of financial planning speakers

*Keen to participate and speak in 2022? Selection begins later this year. Must be a member of the IA Community. Join now and get a major discount on the global conference. 

10-MINUTE TED-STYLE TALKS

Speakers will be delivering impactful and actionable 10-min presentations
 

You may recognize some speakers, but you haven't seen them present in this style before

5 BIG THEMES

INNOVATION

FINANICAL WELLBEING

LEADERSHIP

FINANCIAL PLANNING

THE ADVICE GAP

THE AMERICAS LEG, HOSTED BY:

JUNE 23RD 2021

10:00 AM - 12:00 PM (ET)

PEER BOARD 

A global networking session. Our speakers and attendees bring a challenge or issue. We break you off into breakout rooms and you each get 10 minutes to discuss, network and problem solve. Chatham House Rules apply which means, what's said here, stays here. 

12:00 PM - 6:00 PM (ET)

UNITED STATES OF AMERICA

On the second stop of the global financial planning conference, we land in the USA with the IA Community for a day of insights and ideas hosted by Kate Holmes, CFP® with some of the top names in financial planning.

12:00-1:15 PM EDT: THE ADVICE GAP

1:15-2:15 PM EDT: INNOVATION

2:15-3:00 PM EDT: BREAK 

3:00-4:00 PM EDT: FINANCIAL WELLBEING

4:00-5:00 PM EDT: FINANCIAL PLANNING

5:00-6:00 PM EDT: LEADERSHIP