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Hosted by FPA Connecticut

35th Annual FPA of Connecticut State Conference

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.
  
2019 Platinum Sponsor:

 
 

 
 
 

Wednesday, April 24, 2019
7:15 AM - 5:00 PM Eastern Time

Location

Aqua Turf Club
556 Mulberry St
Plantsville   CT   06479
(860)621-9335
FAX    (860)276-9966
Email for Location
Website for Location
Map for Location




Agenda

 


Charles de Vaulx
International Value Advisers

Apr 24 2019 8:00AM


Morning Keynote Panel: Big Firm/Small Firm – the Macro View


Hear from PIMCO and International Value Advisors (IVA) Portfolio Managers about the investment environment as they see it.



Ryan Donohue
Vanguard Financial Advisor Services™

Apr 24 2019 12:00PM


Luncheon Keynote: Evolution of Vanguard Advisors Alpha


Trends in the investment advice industry—regulation, fees, and technology-enabled competition—likely will continue to shape the contours of the advice industry and mold client satisfaction. As Vanguard’s Advisor’s Alpha research has suggested, for the typical advisor, the path to greater client satisfaction and asset growth should lead to an underappreciated destination—relationship management. A focus on relationship management takes time and commitment, and requires advisors to streamline some aspects of financial planning or wealth management and reallocate the time saved to the clients who increasingly demand and value it.



Sessions

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


DateCourse Title/DescriptionStartCFP®
Apr 24, 2019 Morning Keynote Panel: Big Firm/Small Firm – the Macro View Charles de Vaulx David Braun, CFA, FSA, FRM 8:00 A info
Luncheon Keynote: Evolution of Vanguard Advisors Alpha Ryan Donohue 12:00 P info