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NOTE FROM YOUR PRESIDENT
David Karachuk
August 2024
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Hi, everyone. It's nearly time to say goodbye to summer. We're ready for fall with more than a handful of exciting events!
We have two half-day Advisor Education Symposiums, one on Thursday, September 12, the other on Thursday, November 14. Between them, we expect to provide 7 CFP CE Credits. We're pleased to be hosting Cozy Whitman of College Inside Track, Ben Henry-Moreland of Kitces Speakers, and Julie Genjac of Hartford Funds with insights from MIT's AgeLab.
On the virtual front, join the next Secrets of Success Advisor Roundtable on Tuesday, September 10, and CFP Ethics on Wednesday, October 9.
If you're interested in sharing your financial-planning expertise in a pro bono setting, AARP is hosting a Financial Empowerment Counseling Day in Manhattan on Saturday, September 28. FPA of Metro New York is looking for CFP® volunteers to provide 15-minute one-on-one sessions.
Finally, we've scheduled our Holiday Party for Tuesday, December 10, at Haven Beer Company in Hamden.
You'll find details below. We're ready for fall. Hope we'll see you often!
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9/12 ADVISOR EDUCATION SYMPOSIUM | |
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Thursday, September 12, 8 to 12:15
New Haven Country Club, 160 Hartford Turnpike, Hamden
3 sessions & 3 CFP® CE Credits (approval pending), with breakfast
Our Keynoter, Julie Genjac from Hartford Funds Applied Insights Team, will speak about the need to extend retirement planning beyond the usual focus on ensuring a client's lifespan doesn't exceed their wealth span. Called Longevity Planning, it encompasses the nonfinancial challenges of longevity including living arrangements, care needs and social & mental activity. You can hear more directly from Julie at Building Your Longevity Network.
Robert Rodriquez from the New Britain office of the Social Security Administration returns to present Advanced Topics on Social Security.
Vincent Hollister, Licensed Clinical Social Worker, Coach & Contributor to Psychology Today, will speak on The Psychology Behind Financial Decision-making.
New at this AES, we'll have tables for Sponsors and prepare Bingo Cards for prizes, just like the State Conference.
Registration: $30 for FPA Member; $45 for Not FPA Member
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SECRETS OF SUCCESS VIRTUAL ADVISOR ROUNDTABLES | |
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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.
Tuesday, September 10
Tuesday, December 10
Noon to 1
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AARP is hosting this Financial Empowerment event in Manhattan. It includes a Keynote Speaker, smaller breakout sessions and one-on-one financial counseling sessions throughout the day. FPA Metro NY is looking for CFP® volunteers to assist with the one-on-one sessions, each lasting about 15 minutes. We expect a very large turnout so even if you can only volunteer for a couple hours, that would be appreciated! | |
Join the FPAs of Metro New York, New Jersey & Connecticut for CFP Ethics with Melissa Kemp of FPA of Greater Phoenix. | |
11/14 ADVISOR EDUCATION SYMPOSIUM WITH LUNCH AT IL PALIO | |
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Thursday, November 14
Enterprise Corporate Park, 3 Corporate Drive, Shelton, 8:15 to 11:45
Il Palio, 5 Corporate Drive, Shelton, 11:45 to 1:30
4 sessions & 4 CFP® CE Credits (subject to approval), with breakfast & lunch
SAVE THE DATE!
This Symposium presents four Sessions by three distinguished Speakers:
Cozy Whitman of College Inside Track on Help with the College Process
Ben Henry-Moreland of Kitces Speakers on Going Deeper on Taxes Compliantly: Tax Planning vs. Tax Advice and HSA Planning: Maximizing Tax-Advantaged Savings for Clients' Health Care Expenses
Howard Levine of Carmody Law on Employment Agreements: From the Employee's Perspective
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Secrets of Success Virtual Advisor Roundtable
Tuesday, September 10, Noon to 1
REGISTER NOW!
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Advisor Education Symposium
Thursday, September 12, 8 to 12:15
New Haven Country Club, 160 Hartford Turnpike, Hamden
3 sessions & 3 CFP CE Credits (approval pending), with breakfast
REGISTER NOW!
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AARP Financial Empowerment Counseling Sessions in Manhattan
Saturday, September 28, 9:30 to 3:30
365 Fifth Avenue, New York
REGISTER NOW!
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CFP Ethics Virtual Session
Wednesday, October 9, Noon to 2
REGISTER NOW!
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Advisor Education Symposium with Lunch at Il Palio
Thursday, November 14
Enterprise Corporate Park, 3 Corporate Drive, Shelton, 8:15 to 11:45
Il Palio, 5 Corporate Drive, Shelton, 11:45 to 1:30
4 sessions & 4 CFP® CE Credits (subject to approval), with breakfast & lunch
SAVE THE DATE!
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Holiday Party
Tuesday, December 10, 5:15 to 8
Haven Beer Company, 2323 Whitney Avenue, Hamden
SAVE THE DATE!
| Always check fpact.org for further information and registration! | DISCOUNTS WITH FPA MEMBERSHIP | |
THANKS TO OUR PLATINUM & GOLD SPONSORS! | 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. | | | | |
