You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


The Value of Next Generation Planners

June 11, 2019

Nathan Harness from Texas A&M and Kate Healy from TD Ameritrade Institutional join us at this year’s NexGen Gathering. Together, they explore a wide range of topics about the next generation of financial planners, and how they plug into the financial planning profession’s landscape.