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NexGen

The next generation is comprised of new and aspiring financial planners who come from a variety of life experiences and backgrounds. FPA gives them a professional home from which they can thrive.

Those entering the financial planning profession today do so in different ways. Some are students exploring financial planning as their potential vocation, while others are career-changers. Some are recent graduates preparing to take the CFP® examination, while others are joining firms at the ground level. The “next generation” is no longer defined by age but rather by where you are in your career.

FPA NexGen is an inclusive community of members of all backgrounds – no matter how they arrived in the profession. The community is ultra-collaborative, so if you have a passion for connecting with your peers, learning how you can be a better financial planner, and sharing insights, FPA NexGen is for you.

Learn more about FPA NexGen and what it can do for you.

FPA NEO NexGen Scholarship to Attend FPA Gather 
Apply for a $1,200 scholarship from FPA NEO to attend this conference just for the NexGen Community!
Apply now!

FPA NEO Events
The local chapters holds 3-4 events annually specifically for NexGen.
Check the Calendar

The FPA NexGen Development Pathway
Paving the Way for Your Financial Planning Career.
Get Going!

FPA GATHER
Designed for the next generation, this event helps you discover your community, develop your skills, and transform your career.
Learn more!

FPA NexGen Programs and Resources
NexGen offers opportunities for community, professional development, and career-boosting resources to support your growth.
Learn more!

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FPA NexGen Leadership (National Level) 
Meet he team of elected volunteer leaders who guide the work of the community.
Learn more!

Upcoming Events

July 16, 2026

Summer Webinar: July 2026 – The Mortgage Edge: What Every Advisor Should Know

July 22, 2026

NexGen: Guardians Game 2026

July 29, 2026

Summer Networking Social 2026

August 20, 2026

Summer Webinar: August 2026 – Net Unrealized Appreciation (NUA)

September 10, 2026

September 2026 Quarterly Meeting

November 17, 2026

November 2026 Quarterly Meeting

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Contact Us

Lauren Smigelski
Chapter Executive
FPA of Northeast Ohio

2001 Crocker Rd., Ste. 510
Westlake, OH 44145
(216)-298-9095
admin@fpa-neo.org

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