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Hosted by CT Valley Chapter of FPA Connecticut

Journal of Financial Planning Discussion Group CT Valley Chapter

We are pleased to announce that our first Journal of Financial Planning Discussion Group will be held on Tuesday, May 21st.

THIS IS A FREE EVENING EVENT, BUT REGISTRATION IS REQUIRED.   Please  register below by Friday, May 17th. 
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.    The discussion will be moderated by our Chapter President, Chris Lee, and NexGen Leader, John Shanley.

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. FPA members receive a free subscription to the Journal as a benefit for belonging to the association.

Here are the articles published in the April issue of the Journal that will be discussed:
- How to Position Bond Portfolios in an Inverting Rate Environment and an Impending Recession
- Financially Sound Households Use Financial Planners, Not Transactional Advisers
- Estate Planning Strategies After Tax Reform

Tuesday, May 21, 2019
5:30 PM - 7:30 PM


Tavern on 3
950 Cromwell Ave
Rocky Hill   CT   06067
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