Welcome to the largest Financial Planning Conference in Connecticut!
This conference is about the future of Financial Planning and the resources that you will need to survive and flourish. We have assembled interesting topics and relevant speakers to provide you with insight and effective strategies. Topics choices also include Practice Management and sessions geared to NexGen starting their careers and opening practices.
In addition, our sponsors and exhibitors will show you the latest ideas in investments, practice management, and insurance concepts in the Resource Center.
2022 Conference Sponsors