The Next Gen Forum is a mentoring forum series that empowers, educates, and illuminates individuals interested in the financial planning industry. The forum presents an array of topics, including:

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Alumni Interviews

 

 

Untitled design (1)Employee Benefits and Retirement Planning

 

Untitled design (2)Estate Planning

 

 

Untitled design (11)Ethics

 

 

Untitled design (5)Financial Planning Policies

 

 

Untitled design (6)Introduction to Financial Planning

 

Untitled design (3)Investment and Portfolio Management

 

Untitled design (7)Risk Management and Insurance

 

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Student Capstone Experiences

 

Untitled designStudent Interviews

 

 

Untitled design (9)Tax Management and Strategy

 

 Untitled design (12)Working with Singles

 

 

Untitled design (4)Working with Women

 

 

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Working with Couples

 

 

Untitled design (14)Working with LGBTQ+

 

 

Untitled design (13)Working with Divorce

 

 

 

At each forum, an expert will discuss a topic in the field of financial planning to inspire critical thought and discussion.

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