Speaker Request Information
Editor: Jaclyn Farnham
FPA chapters in Connecticut Speakers BureauAre you looking for a financial speaker for an educational program in Connecticut? The Financial Planning Association of CT Valley can provide speakers and presentations for your programs that are objective, informative, and educational. The FPA CT Speaker's Bureau and our presentations are provided to the community free of charge.

Presentations are available on a wide range of topics such as budgeting, estate and/or tax planning, and funding an education. Select which topic(s) fit your needs, complete the speaker request form, and we will reply to you with the names and biographies of three FPA speaker candidates (members who have volunteered for this program) from which you may choose.

These powerpoint presentations are educational only, they are given on behalf of The Financial Planning Association® (FPA®), and do not promote specific products or services.  Members speaking must adhere to FPA guidelines. Requesting organizations will be asked to submit an evaluation of the speaker following the presentation.  

We offer speakers on the following topics:
 

A Financial Fire Drill

Designed to help audiences work through how they might cope should their income drop due to a job loss or other adverse event.

Budgeting 101: A Balancing Act
 
Covers the basics of creating and maintaining a household or personal budget, including why to create one, how to create one and, most importantly, how to stick to one. Also addresses the issue of debt – how to manage it and ways to begin eliminating it. 
 

Choosing the Right Insurance for Every Stage of Your Life

Addresses the importance of having the appropriate insurance and provides important information so individuals can evaluate and purchase insurance wisely. 

Coping with Death: Financial Considerations in a Time of Need

Provides specific information on what to do immediately after the death or injury of a loved one and how to handle the long-term financial implications of death or injury.

Estate Planning: Introduction to the Essentials
 

Shows why individuals need an estate plan and highlights some of the basic components of an estate plan.

Financially Surviving a Job Loss


Outlines financial planning options for soon to be displaced employees or unemployed workers.

Financial Planning and Your Small Business

Discusses the importance of financial planning related to owning and operating a small business.  

Financial Planning Considerations for Long-Distance Caregiving 

Provides specific information onfinancial considerations for long-distance caregiving, and offers some ideas that you can share with your senior clients and their loved ones who may live far away.  

Financial Planning for a Home of Your Own

This presentation helps individuals get started on the path to homeownership by exploring some of the financial considerations involved in buying and owning a home. 

Forging Your Financial Future 

Provides a great overview of the financial planning process. Includes information about how a financial planner can help an individual or family. Also highlights some of the basic financial planning issues for individuals and families. 
 

Introduction to Financial Planning Basics 

Overview of financial planning process. Highlights steps from gathering information to implementation to monitoring. Designed to illustrate importance of financial planning. 
 

“Investing Basics” 20 Tips for Becoming a Smart Investor 

Discusses how investing fits into an overall financial plan and provides information about investing and investing concepts. 

Planning for the Costs of Education 

Provides advice on how one can save for their children’s education and includes several investment options to consider. 

Real World Retirement Planning

Explores the universal reality of retirement, as well as the many savings and investment options individuals can rely on when planning for the future. Offers information relevant to each stage in a working adult’s professional life – from the twenty-somethings to the final years before retirement.   

Taking Control: A Financial Planning Starter Kit

Provides eight steps to taking control of your finances. Audience will learn about budging, spending plans, setting goals, managing debt and more. 

Tax Planning in a Changing Tax World

This presentation shows one how to be a “tax survivor,” by becoming a more nimble taxpayer and avoiding tax mistakes while employing timeless tax strategies and tips that can help one better meet their life’s financial goals. 

Teens and Money: Tips for Developing Good Financial Habits

Provides basic money definitions and an introduction to financial planning for kids ages 13 – 17. Covers basic financial concepts including goal setting, budgeting, saving and the time value of money. 

Disclaimer

FPA chapters in Connecticut provides speaker resources as a service to the community. The provided information by institutions, organizations or individuals is independent of the FPA chapters in Connecticut. The FPA chapters in Connecticut do not endorse, approve, certify, or control these speakers and do not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness or correct sequencing of information provided by any speaker.

Use of any information obtained from any speakers is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by the FPA chapters in Connecticut.
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