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Hosted by Fairfield County Chapter of FPA Connecticut

CT/NY Insurance CE Luncheon Program Co-Hosted by FPA Greater New Haven Chapter

FPA CT- Fairfield County & FPA Greater New Haven Chapters
The Retirement Resource Guide for Advisors
This self-study course with on-site review and exam offers 17 CT Insurance Credits/15 NY Insurance Credits 5 CFP Credits + 5 IMCA Credits


This course, presented by Adam Shanahan, Regional Vice President, Columbia Threadneedle Investments, provides a comprehensive overview of essential IRA and qualified retirement plan information. Key topics covered include fiduciary considerations, the retirement market, defined benefit (DB) pension plans, defined contribution (DC) plans, distributions from IRAs, DC and DB plans, individual retirement accounts or annuities (IRAs), retirement income and required minimum distributions (RMDs), beneficiaries and rollovers.
Learning Objectives:
* Understand the various standards of investor care that exist in the retirement savings industry * Understand the changing retirement landscape in the US * Identify the various types of retirement plans * Recognize the various features associated with different types of retirement plans * Pinpoint when distributions are allowed and/or required from retirement plans * Understand the key considerations of completing a rollover * Identify options for beneficiaries of retirement assets * Summarize the tax treatment of retirement plan assets
investment plan.
Level of Complexity: Intermediate

Click on "more event details" link for complete program and registration details.

More Event Details

Thursday, September 14, 2017
11:30 AM - 2:30 PM


Mill River Country Club
4567 Main Street
Stratford   CT   06614
Email for Location
Map for Location

Registration Fee
Member Through  August 24 $60.00
August 25 September 5 $75.00
See event description for registration details
Non-Member Through  August 24 $70.00
August 25 September 5 $85.00
See event description for registration details