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Hosted by Fairfield County Chapter of FPA Connecticut

CANCELLED: Journal of Financial Planning Discussion Group (May 2018 Issue)


Questions, please contact our Chapter Executive Lori Somerville at Fairfield@FPACT.org. Thank you.

RSVP today for our next Journal of Financial Planning Discussion Group scheduled for Wednesday, June 20th, moderated by our Chapter's Advocacy Director, Salim Boutagy.

The Journal of Financial Planning is the best publication in our industry to learn about new and updated techniques in financial planning. The articles range from simple to extremely complex and warrant peer discussion after reading. All FPA members receive a free subscription to the Journal as a benefit for belonging to the association.

The goal of the JFP Discussion Group is to enhance understanding of content in the Journal, discuss how we may implement planning thoughts in our own businesses, and have some fun and stimulating conversation.

Here are the articles published in the Journal's May issue that will be discussed:

1. How to Conduct Effective Prospect Discovery Meetings / pg 23
2. Does Your Advice Stick? / pg 26
3. Behavioral Finance Moves into Its Second Generation / pg 30
4. Bridge the Gap Between the Financial Plan and Client Action with Coaching / pg 33

If you would like to participate, please email your RSVP to our Chapter Executive Lori Somerville at Fairfield@FPACT.org by Tuesday, June 19th.

We sincerely hope you will join us on June 6th!

Wednesday, June 20, 2018
5:30 PM - 7:00 PM


Brother Jimmy's Barbeque
112 Bedford Street,
Stamford   CT   06901
Website for Location
Map for Location

Registration Fee
Member Free
  Through  June 20 Free
Non-Member Free
Through  June 20 Free