David Karachuk

April 2024

It's April, so my first highlight for this newsletter, obviously, is:

2024 State Conference

Wednesday, April 24, at Aqua Turf Club, 556 Mulberry Street, Plantsville

6 sessions, with breakfast, lunch & Happy Hour

6 CFP® & 2 CT Insurance CE Credits

With two weeks to go, we already have 120 registrations. If you're not among them, here's why you should be:

Great Content: Lee Woodruff will present Planning for Different Lives: Our Recovery from Crisis. Watch the Video Introduction! David Blanchett will present Estimating the True Cost of Retirement. And our two remaining Keynote Addresses are Bitcoin: Revolutionizing Finance in the Digital Age by Keith Laska and Outlook 2024: Long-term Perspective on Markets & Economies by Capital Group│American Funds.

Great Interactions: The day's schedule includes 80 minutes of unstructured time. That's in addition to breakfast, lunch & Happy Hour. We'll have 40 Exhibitors ready to share their expertise on investments, insurance & annuities, estate planning & elder law, Social Security, and more.

I'll make it easy for you. Click Register NOW for 4/24 State Conference!

For the final highlight, I'll mention the two events scheduled in May:

Secrets of Success Virtual Advisor Roundtable and

Morning Education Event in New Haven County on Medicare Planning and Medicaid Long-term Care.

Look below for more information. And remember you can always check for the latest information and registration links for all our Upcoming Events.

6 sessions, with breakfast, lunch & Happy Hour

6 CFP® & 2 CT Insurance CE Credits


Planning for Different Lives: Our Recovery from Crisis

Lee Woodruff

Speaker & Writer, Co-author with Bob Woodruff of In An Instant

Watch the Video Introduction!


Estimating the True Cost of Retirement

David Blanchett

Managing Director & Head of Retirement Research, DC Solutions, PGIM


Bitcoin: Revolutionizing Finance in the Digital Age

Keith Laska

Founder & CEO,; Adjunct Professor, Fordham University


Outlook 2024: Long-term Perspective on Markets & Economies

David Polak, Equity Investment Director, & Gregory Ortman, Fixed Income Director, Capital Group│American Funds




FPA Member: $225

Not an FPA Member: $325

Register NOW for 4/24 State Conference
Not Sure? Read More about State Conference HERE


Secrets of Success Virtual Advisor Roundtable

Wednesday, May 8

Noon to 1

Register for 5/8 SOS

In New Haven County: Morning Education Event

Tuesday, May 14, at New Haven Country Club, 160 Hartford Turnpike, Hamden

2 sessions, with breakfast

2.5 CFP® CE Credits (approval pending)

Come hear Mark Brownstein on Medicare Planning & Louis Crisci on Medicaid Long-term Care under Title XIX of Social Security Act.

8:30 to 11:30

Read & Register for 5/14 Morning Event

In Hartford County: Museum Tour, Happy Hour & Dinner

Wednesday August 21, at Hill-Stead Museum, 35 Mountain Road, Farmington

Tour the historic home & gardens. Join us for Happy Hour. Stay for Dinner.

Tours at 4, Happy Hour at 5, Dinner from 6:15 to 8


Advisor Education Symposium

Thursday, September 12, at New Haven Country Club, 160 Hartford Turnpike, Hamden

3 sessions, with breakfast

8 to 12:15

Always check for further information and registration!


Join us for our Virtual Advisor Roundtables to discuss with peers how to enhance success as a financial advisor. Participants and Moderator Chuck Failla decide each session’s topics. Past SOSs have covered technology, compliance, practice development, human resources, business models, fee trends, and more. Don’t miss these opportunities to stay at the forefront of the ever-evolving financial-advisory landscape!

Open ONLY to financial advisors.

Wednesday, May 8

Tuesday, September 10

Tuesday, December 10

Noon to 1

Register for 5/8 SOS


Derek Januario

Regional Vice President – EFTs – New England & NY

(ex-NYC & LI)

Advisors Asset Management


Hi, Derek. We’re pleased to welcome you and Advisors Asset Management as a Gold Sponsor. Tell us about yourself.

I've been in the financial-services industry for 25 years. I enjoy partnering with financial advisors by providing resources and solutions that enhance their practice.


How can you help financial advisors? Why have you chosen to partner with us?


Our industry is continuously changing and evolving. I and other team members supporting the regions have decades of experience helping advisors address practice challenges, investment solutions and educational needs. Through our partnership with FPACT, we can share our insights, growth ideas and other resources with a much broader audience.

Tell us about AAM.

AAM has been a trusted resource for financial advisors and broker-dealers for over 40 years. The firm offers access to alternatives, exchange-traded funds, the fixed-income markets, managed accounts, mutual funds, structured products, and unit investment trusts. The ultimate parent of AAM is Sun Life Assurance Company of Canada. AAM is part of SLC Management, Sun Life’s businesses in institutional alternatives and traditional asset management. AAM’s brokerage and advised businesses represent $41.4 billion in assets: $3.9 billion under management in proprietary separately managed accounts, mutual funds and ETFs; $5.4 billion under supervision in UITs; and $32.1 billion under administration without management.


How do we reach you?


I can be reached at or 860.933.1959. To speak to an AAM Representative, call 866.606.7220 or visit


Any final thoughts?


Follow AAM at


Did you know that with your FPA membership comes some great discounts exclusive to Members on products and services for marketing, fintech, education, compliance, insurance, and more? Check them out here:


Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning. As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy and networking.