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Hosted by CT Valley Chapter of FPA Connecticut

Factor Investing PLUS Charitable Gift Strategies

Overview
FPA CT Valley programs offer educational and networking opportunities to members and non-members.   Join outstanding educators to explore new tools and strategies, practice management concepts, and how to better serve your clients. Programs are open to all audiences.  

 

Sponsors
Program sponsors help keep the registration cost low and contribute to the vitality of the organization.   Please be sure to thank them at the program when you see them.

 

Cost & Registration
Registration is required.  FPA Members receive a discount.  Register online or by email, phone or fax. Scroll down on this event page for registration and payment.  Make checks payable to FPA of CT Valley and mail to 95 West Street, Rocky Hill, CT 06067 for pre-registration.

 
CE Credits
Many programs offer CFP and PACE credit.   Others also offer CT State insurance credit.   See below for credit updates.
 
 

Friday, May 18, 2018
9:00 AM - 11:00 AM

Location

Hartford Golf Club
134 Norwood Road
West Hartford   CT   06117
 


Speakers



Hollis Dorman
Senior Development Officer
Jewish Community Foundation of Greater Hartford
Charitable Gift Strategies


Jim Fuson, CFA
BlackRock
Factor Investing


Deborah Rothstein, J.D.
Hartford Foundation for Public Giving
Charitable Gift Strategies


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Member Fee

Guest Fee

Agenda

 


Jim Fuson, CFA
BlackRock

May 18 2018 9:00AM


Factor Investing


Factor investing has come a long way since Fama and French identified Size and Value as two factors which were associated with enhanced long term returns. BlackRock will discuss how factors such as momentum, quality, and low volatility have also been shown to be associated with enhanced long term returns.



Deborah Rothstein, J.D.
Hartford Foundation for Public Giving

Hollis Dorman
Senior Development Officer
Jewish Community Foundation of Greater Hartford

May 18 2018 10:00AM


Charitable Gift Strategies


Deborah Rothstein from the Hartford Foundation for Public Giving and Hollis Dorman with the Jewish Community Foundation of Greater Hartford will discuss a variety of charitable giving vehicles. Attendees will learn about potential uses of Charitable Gift Annuities, Donor Advised Funds, Charitable Remainder Trusts and Charitable Lead Trusts.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT Ins
May 18, 2018 Factor Investing Jim Fuson, CFA 9:00 A info
Charitable Gift Strategies Deborah Rothstein, J.D. Hollis Dorman 10:00 A 1.00 info



Registration Fee
Member
$35.00
 
Non-Member
$55.00