Join us on May 2-3, 2025 in Kansas City for an opportunity to connect with other NexGen advisors throughout the country as well as gain useful content, education, and resources to help you continue to grow as a NexGen planner within our profession.
Agenda & Additional Details
The content & events for this are made with the NexGen planner in mind! Below is a breakdown of the agenda for this event. We want you to attend for the reasons that are most important to you. That’s why as soon as you register, we will reach out to you asking for input on what you would like to hear about during our sessions! Your input as well as the other attendees will be the single resource we use to choose the content for this event. All sessions will be collaborative & discussion based.
9:00-10:00am - Registration, Breakfast, Networking
10:00-11:00am - Opening Session
- Introduction - Landon Warmund
- American Century/Avantis – Michael Turner
- Individual Introductions & Ice Breakers – Tanner Garrett
- Identify small groups
11:00 - 11:10am - Break
11:10am - 12pm - First Small Group Session
12pm - 1pm - Lunch
1pm - 2pm – Large Group Q&A Panel
2pm - 2:15pm - Break
2:15pm - 3:15pm – Second Small Group Session
3:15pm - 3:20pm-Break
3:20-4:20pm Closing Large Group Session
- Ending session as a group
- Key takeaways
- Idea harvesting
- Implementation as a cohort
6:00 p.m. – Dinner
8pm - Join us to explore fun food & drink spots during Kansas City’s First Fridays event!