Save the Date – NexGen Nerd Circle – January 10

nerd-circleFinancial Planning Topic Roundtable for NexGen Advisors

What is the NexGen Nerd Circle?
An organized community of young advisors within the FPA NexGen network who meet to learn and discuss topics relevant to the field of financial planning.

How to join NexGen Nerd Circle?
Attend one of the upcoming Nerd Circle meetings (in person or online) or signup for our newsletter at

First Meeting: January 10th ● Investment Tax Drag - Location TBA
We will investigate the effects of tax drag and its impact on client investment goals. Our roundtable discussion will focus on strategies to optimize investing tax efficiency to reduce lifetime drag.

Interested in becoming a Nerd Circle Leader? Email us at