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 are assembling the most current and interesting topics and speakers to provide you with insight and effective strategies.
Many sessions will have CE credit, including CFP, CT State Insurance and PACE (check announcements on each session carefully for CE eligibility). If you have a topic or speaker suggestions, please send information to firstname.lastname@example.org or if you are the speaker, please fill our our speaker application.
In addition, our sponsors and exhibitors will show you the latest ideas in investments, practice management, and insurance concepts in the Resource Center.