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#NEXTGEN21 GLOBAL
FINANCIAL
PLANNING CONFERENCE

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

3

DAYS

5

BIG THEMES

4

CONTINENTS

100+

SPEAKERS

#NEXTGEN21

NextGen: It's a mindset, not an age. 

Super early bird ends May 31st

5 BIG THEMES

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INNOVATION

FINANICAL WELLBEING

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LEADERSHIP

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FINANCIAL PLANNING

THE ADVICE GAP

4 CONTINENTS

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Last year, the NextGen Planners Community in the UK did something truly different and went big while staying at home.

Rather than looking inward, the pandemic has resulted in an explosion of global relationships being formed, including with the IA (Innovating Advice) Community in the U.S.

True to form, these new global relationships mean that the #NEXTGEN21 Conference will be even bigger.

This unique global conference will start in South Africa, then continue in the U.S., before heading to Australia and on to the UK. 

3 DAYS

JUNE 23RD 2021

3:30 AM - 4:00 AM (ET)

THE NEXTGEN PLANNERS BIG BREAKFAST SHOW

We kick off the conference with a 30-minute live-streamed global financial planning show from conference host NextGen Planners in the UK containing segments from financial planners all around the world.

4:00 AM - 10:00 AM (ET)

SOUTH AFRICA

For our first stop on our round the world trip, we land in South Africa. While covering the 5 big themes of the conference, we will also hear about the amazing innovation that is happening in South African financial planning right now and gather fresh new insights from the southern hemisphere.

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

PEER BOARD - SOUTH AFRICA & USA

A global networking session. All of our speakers and attendees bring along a challenge or issue, we break them off into breakout rooms and they each get 10 minutes. Chatham House Rules apply.

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

UNITED STATES OF AMERICA

On our second stop on the global financial planning journey, we land in the USA with NextGen's sister community (the IA Community) for 6 hours of insights and ideas hosted by Kate Holmes, CFP® with some of the top names in financial planning.

7:00 PM - 1:00 AM (ET)

AUSTRALIA

Get your caffeine ready! We head into the second day of conference back in the southern hemisphere, where we have based in Sydney, Australia, but we will be hearing from financial planners all around the Pacific Rim.

JUNE 24TH 2021

1:00 AM - 3:00 AM (ET)

PEER BOARD - AUSTRALIA

Our second global networking session. Same premise, same rules, but on a different continent and with a different way of thinking.

3:30 AM - 4:00 AM (ET)

BIG BREAKFAST SHOW - DAY 2

24 hours down and we are in the UK with more chat and guests on the NextGen Planners Big Breakfast show, which will be live-streamed globally with guests from around the world. 

4:00 AM - 10:00 AM (ET)

UNITED KINGDOM

Back in the UK to hear from 30 amazing UK financial planners focusing on the future of financial planning.

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

PEER BOARD - UK

The final global networking session. All are welcome from around the world.

12:00 PM - 1:30 PM (ET)

THE CHILL ZONE

Here, we take stock of the past couple of days, with informal networking to meet friends and make new connections.

1:30 PM - 2:00 PM (ET)

INTERNATIONAL CURRY NIGHT

It wouldn't be a NextGen Planners (UK) Conference without a curry. Our attendees can order in from their local takeaway, make their own curries, or use a recipe provided and approved by us.

2:00 PM - 3:00 PM (ET)

AWARDS

Day 2 ends with an awards ceremony in the UK, named in honor of the NextGen Planners (UK) mascot, Basil the Cat, we have THE BASILS! We celebrate the best in our profession in the UK, decided by a diverse range of judges. 

JUNE 25TH 2021

3:30 AM - 4:00 AM (ET)

BIG BREAKFAST SHOW - DAY 3

In the final breakfast show of our global financial planning tour, we look back on the past few days, and look forward to the final day, alongside some fantastic guests from all around the world.

4:00 AM - 12:00 PM (ET)

NEXTGEN PLANNERS ANNUAL CONFERENCE DAY

Spanning our five conference themes of The Advice Gap, Innovation, Financial Planning, Financial Wellbeing and Leadership, this day is shaping up to be something special. Each theme will have 7 hours of live content during the day. Conference delegates will be able to move between digital sessions picking the content that they want to see live but will also be given exclusive access to all of the video content after the event. 

12:00 PM (ET)

WRAP-UP

We say our goodbyes, link up with our new global connections and reminisce about the past few days in one final live stream of the event.

100+ SPEAKERS

This conference is unique in a lot of ways, from the global collaboration to it running for 35+ hours straight, and the selection and format for speakers is just as unique, especially in the financial planning profession. 

 

With a mission to develop the next generation of talent in our profession, NextGen Planners (UK) launched the free Speaker & Influencer Program in 2020. The program takes diverse financial planners with little to no speaking experience and provides workshops, 1:1 coaching from top public speakers and mentoring leading to participants delivering 10-min TED-style presentations. 

Following the success of the program and their 2020 conference, NextGen Planners decided to take it wider and offer the Speaker & Influencer Program globally, including through the IA Community in the US. 

Together, we asked for 100 volunteers from financial planning communities around the world, including in the UK, USA, Australia and South Africa. We have helped them build confidence, choose a topic, create a narrative and develop their presentation skills. 

The full speaker lineup will be announced shortly and includes a great mix of people you may know well and wonderful rising stars. 

Selection for the U.S. cohort of the 2022 Speaker & Influencer Program will begin later this year and is available exclusively to members of the IA Community. Join now and also receive 80% off the conference ticket through May 31st. 

GRAB YOUR TICKET

Tickets can be purchased through NextGen Planners (UK) using the button below. 

Tickets for non-members are £300 (£250 + VAT) or appox. $420 USD. 

However, members of the IA Community (IAC) get early bird tickets for 80% off through May 31st, paying just £60 (£50 + VAT) or approx. $85 USD. That's less than $1 per speaker! 

 

QUESTIONS OR INTERESTED IN SPONSORING?

Speakers and sponsors will be announced soon and while all speaking slots have been filled, sponsorship opportunities are still available. Please email kate@innovatingadvice.com or send a message through the 'Talk to Me' feature in the bottom right. 

Have another question?
 

You can also use the fun 'Talk to Me' feature in the bottom right to send a written, audio or video message. Bonus points for video messages!

Please be sure to include your contact details so that we may respond.