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Hosted by CT Valley Chapter of FPA Connecticut

The Global Landscape and a Tax Hangover From 2018

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.
 
This program is Sponsored by:
 
American Funds 
 
 
 
 
Prudential
 
 
 

Friday, January 18, 2019
9:00 AM - 11:00 AM

Location

Sheraton Rocky Hill
100 Capital Boulevard
Rocky Hill   CT   06067
 
Map for Location


Speakers



Bill Fleming, CFP®
PricewaterhouseCoopers LLP
Tax Hangover 2018


Quincy Krosby
Chief Market Strategist
Prudential Financial, Inc.
The Global Landscape


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Member Fee $35.00
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Nonmember Fee $50.00
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NexGen Special, 40 and Under $25.00
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Agenda

 


Bill Fleming, CFP®
PricewaterhouseCoopers LLP

Jan 18 2019 9:00AM


Tax Hangover 2018


The time for theory and pontification is over. This is implementation. The session will focus on individual tax changes most likely to be of interest to individuals. We’ll be looking at draft versions of the “new” Form 1040 with equal parts anguish and amusement. Participants will come away with a clearer understanding of whether they will be paying more in April.



Quincy Krosby
Chief Market Strategist
Prudential Financial, Inc.

Jan 18 2019 10:00AM


The Global Landscape


Quincy Krosby, Prudential Financial’s Chief Market Strategist, will examine the global economic, financial, and geopolitical landscape in order to identify investment opportunities.

• What is the role of global central bank easing and tightening in the investment outlook. In particular, we will focus on the Federal Reserve, the European Central Bank and the People’s Bank of China

• Where do currencies fit in when the US dollar is strong versus other currencies, and when the US dollar is weaker against other currencies. Why and how does the dollar affect investment choices, particularly with regard to emerging markets, US small and mid-cap stocks and US multi nationals.

• What is the economic effect of the tariff issue with China? How does it affect market allocations?

• Can fiscal stimulus help global markets? Where are we seeing fiscal stimulus being applied?

• Where are the market opportunities and what are the best ways to protect portfolios in a more volatile environment?



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
Jan 18, 2019 Tax Hangover 2018 Bill Fleming, CFP® 9:00 A 1.00 1.00
The Global Landscape Quincy Krosby 10:00 A 1.00 1.00



Registration Fee
Member
$35.00
 
Non-Member
$50.00