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Making Magic Happen Between Experienced and Next-Gen Financial Planners

By Dan Galli July 01, 2026 InsuranceNewsNet

With thousands of experienced financial planners expected to retire in the coming years while new professionals continue entering the field, the profession has a valuable opportunity to strengthen connections between generations of advisors. CFP Board’s undergraduate and graduate education programs provide an opportunity for seasoned professionals to mentor students, share real-world expertise and identify potential successors while helping future planners build stronger careers.

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InsuranceNewsNet
Dan Galli
July 1, 2026