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FPA East Bay NexGen Happy Hour: Where Early-Career Planners Connect
Did you know that networking remains one of the most valuable tools for career growth in the financial planning profession? Whether you’re just entering the industry or looking to expand your professional circle, meaningful connections can open doors to mentorship, career opportunities, and long-term success.
That’s why the upcoming Financial Planning Association East Bay NexGen Happy Hour is an event you won’t want to miss. Designed to bring together financial planners from across the East Bay, this relaxed networking event creates the perfect environment to build relationships, exchange ideas, and strengthen your professional community.
Whether you are a recent graduate, an early-career advisor, a career changer, or an experienced financial planner looking to connect with the next generation of professionals, this gathering offers something valuable for everyone.
Event Overview
- Event Title: 3/25/26 FPA East Bay NexGen Happy Hour
- Hosted By: Financial Planning Association East Bay NexGen
- Date: March 25, 2026
- Time: 4:00 PM – 6:00 PM
- Location: Chicken Pie Shop
- Event Type: In-person networking happy hour
- Pricing:
- FPA Members — FREE
- Chapter Sponsors/Partners — FREE
- Guests/Non-Members — $15
- Special Perk: All attendees receive one complimentary drink ticket.
This event is designed to foster meaningful conversations among financial planning professionals in a welcoming and casual setting. Attendees will have the opportunity to connect with peers, share career experiences, and discuss the evolving future of the profession.
What Attendees Will Learn
By attending the NexGen Happy Hour, participants can expect to:
- Build professional relationships with financial planners across the East Bay
- Learn from peers navigating similar career paths and industry challenges
- Gain insights into career development within financial planning
- Discover opportunities for mentorship and collaboration
- Exchange ideas about industry trends and the future of financial planning
- Expand their professional network in a relaxed, supportive environment
- Connect with professionals at various stages of their careers
About the Presenter / Host Organization
The event is hosted by the East Bay NexGen community of the Financial Planning Association, an organization dedicated to supporting financial planning professionals through education, networking, and professional development opportunities.
NexGen is specifically designed for professionals who are newer to the financial planning field, including:
- Recent graduates
- Early-career professionals
- Career changers entering the industry
The community provides a welcoming space where emerging professionals can build relationships, share experiences, and grow together within the profession.
Event Contacts
For questions about the event, attendees may contact:
- Elizabeth Mintzer — [email protected]
- Argenis Biscardi Melendez — [email protected]
Why Attend?
- Connect with fellow financial planners in the East Bay area
- Expand your professional network in a low-pressure social setting
- Meet mentors, peers, and potential collaborators
- Gain valuable career insights from professionals across different experience levels
- Learn more about the NexGen community and opportunities within FPA
- Strengthen your involvement in the financial planning profession
- Enjoy a complimentary drink while building meaningful industry relationships
- Discover new perspectives, advice, and inspiration for your career journey
Registration Information
Ready to attend? Click on the registration link to secure your spot for the FPA East Bay NexGen Happy Hour.
Registration Pricing
- FPA Members: FREE
- Chapter Sponsors/Partners: FREE
- Guests/Non-Members: $15
Registration Details Required
Attendees will be asked to provide:
- First Name
- Last Name
- Company/Organization
- Email Address
- Phone Number
- FPA Membership Status (Yes/No)
- If a member, which chapter
- If not a member, how they heard about the event
Space may be limited, so early registration is encouraged.
Save Your Spot Before Registration Closes
Whether you’re looking to build new relationships, gain industry insights, or simply enjoy a great evening with fellow professionals, the FPA East Bay NexGen Happy Hour is an event worth attending.
This is your chance to connect with financial planners who share your passion for the profession and your vision for the future. Don’t wait until the last minute—reserve your spot today and join the conversation shaping the next generation of financial planning.
FAQs & Additional Information
What is NexGen?
NexGen is a community within the Financial Planning Association East Bay chapter focused on supporting newer professionals in the financial planning industry.
Do I need to be an FPA member to attend?
No. Financial planners at every stage of their careers are welcome to attend, including non-members and guests.
Is this event only for early-career professionals?
Not at all. While NexGen supports newer professionals, planners at all career stages are encouraged to join and connect with peers throughout the profession.
Is there a cost to attend?
FPA Members and Chapter Sponsors/Partners attend for free. Guests and non-members may attend for $15.
Will food and drinks be available?
All attendees will receive one complimentary drink ticket. Additional food and beverages may be available for purchase through the venue.
Who can I contact with questions?
Please contact:
- Elizabeth Mintzer — [email protected]
- Argenis Biscardi Melendez — [email protected]
Build Connections That Last Beyond the Event
Strong professional relationships can shape the future of your career, and opportunities like this don’t come around every day. The 3/25/26 FPA East Bay NexGen Happy Hour is more than just a networking event—it’s a chance to learn from peers, exchange ideas, and become part of a supportive community of financial planning professionals.
Whether you’re entering the profession, exploring new opportunities, or looking to reconnect with colleagues in the industry, this event offers the perfect setting to build meaningful connections and gain fresh inspiration.
Mark your calendar for March 25, 2026, and join us for an evening of conversation, collaboration, and community.
Click Here to Register
Thanks to our Sponsor
Phil Manning | Regional Director
AssetMark
(925) 588-3029
[email protected]
www.assetmark.com
