NexGen Regional Conference


9:30 am - 6:00 pm
Location: CSUF Irvine Center
3 Banting
Irvine, CA 92618

Join us for the 4th annual SoCal Summit! The NexGen Chapters of San Diego, Orance County, Los Angeles, and Ventura County will come together for a day of shared learning. Come meet someone new, acquire a new skill, or share your story. Or all the above!

This year’s theme will focus on the Soft Skills of Financial Planning. In other words, things you didn’t learn in school. Learn about the following topics:

  • Emotional Intelligence
  • Empathy
  • How to Relate to a Client
  • Discover a Client’s Values
  • How to Build Trust

Clients aren’t numbers on a spreadsheet. They are complex, emotional beings, especially when it comes to money. How do you help people reach their financial goals by thoughtfully addressing their challenges, while at the same time, attending to the emotional, psychological, behavioral, and relational hurdles that are intertwined? How do you build trust? How do you find out what a client truly wants? I guess you’ll have to come and find out.

The day will consist of:

  • Two Presenters
  • Breakout Session
  • Lunch
  • Advisor Panel
  • Happy Hour

All for $20! We hope to see you there!