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What I Wish I’d Known: A Panel of Young Professionals
Course Information
Content Level: Intermediate
NAPFA Subject Area: L-Strategic Thinking
Course Description

This Genesis webinar is sponsored by LLIS, the exclusive sponsor of NAPFA Genesis.

If you were to ask experienced financial planners about the beginning of their careers, you might hear many responses begin with, “I wish I would’ve known…” This Genesis webinar will feature three young professionals who have either reached management positions at their firms or started their own firms early in their careers. The panelists will reflect on their respective journeys getting to their positions and share what they have learned along the way, as well as what they wish they would have known when they first started out. They’ll talk about navigating age bias and making the transition from school to the workplace, and they’ll answer questions from attendees.

Learning Objectives
  1. Discover practical tips for progressing in your firm.
  2. Obtain advice on successfully overcoming age bias.
  3. Learn how you can best set yourself up for success as a young planner.

Matthew McKay, CFP®

Matthew McKay moved from Greensboro, North Carolina, to College Station, Texas, to join Briaud Financial Advisors as a financial planning associate in 2017. He now serves as a partner portfolio manager. McKay revels in the problem solving and creativity that is required to achieve a sound financial plan, specifically the investment planning that is involved.

He is a graduate of The University of North Carolina at Greensboro and obtained a Certificate in Financial Planning from North Carolina State University.

Benjamin Jacobs-Nichelson, M.S., CFP®, EA, AIF®

Benjamine Jacobs-Nichelson has been a practicing fee-only financial planner for nearly 10 years. In 2023, he co-founded Fully Financial, a fee-only financial planning firm in Athens, GA. Prior to opening Fully, Ben worked at a midsize fee-only firm where he served as partner and chief financial officer, in addition to leading a financial planning team responsible for 200+ client households and managing the firm's primary office. 

Jacobs-Nichelson holds his CFP® and AIF® designations and is an Enrolled Agent licensed to practice before the IRS. Committed to both his profession and his community, Ben currently serves on the board of directors of the National Association of Personal Financial Advisors (NAPFA), and Books for Keeps. Ben is a "Double Dawg," having received both his master's degree in Financial Planning and bachelor's degree in Consumer Economics (summa cum laude with highest honors) from the University of Georgia.

Availability: On-Demand
Expires on 12/31/2024
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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