NexGen Study Group
Are you entering the Financial Planning Profession? Join us for the new NexGen Study Group! Whether you’d like to get to know others in the profession, strengthen your knowledge, or find an answer to a specific question, this group is for you. There is no cost to attend, and breakfast and parking are included.
Topic for May 2nd: Divorce Planning. Special Guest Mark Prendergast will lead a discussion about QDRO and what to do and not do when a client is divorcing.
The NexGen Study Group is also scheduled to meet: July 11 and November 7.
- Please park in the covered structure for Building 660. The garage is next to the building however you need to walk across San Simeon Dr.
- The meeting is held in suite 650, please ring the doorbell if the door is locked.
- We validate parking at the end of the meeting.