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Hosted by CT Valley Chapter of FPA Connecticut

Journal of Financial Planning Discussion Group CT Valley Chapter

The 2nd Journal of Financial Planning Discussion Group is set for Monday, February 24th at Tavern on 3, Rocky Hill, 5:30-7 pm.
 
THIS IS A FREE EVENING EVENT, BUT REGISTRATION IS REQUIRED.   Please  register below by Friday, February 21st. 
 
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. All FPA members receive a free subscription to the Journal as a benefit for belonging to the association. (Click here to sign in and view the digital edition of the journal.)
 
The Journal just recently published “The Best of 40 Years” with influential articles from the last 40 years. Here are the articles that will be discussed:
• Portfolio Success Rates: Where to Draw the Line
• Safe Savings Rates: A New Approach to Retirement Planning over the Life Cycle
• Exploring the Retirement Consumption Puzzle
Members No Charge - You may invite a colleague and share your copy of the JFP with them
 

Monday, February 24, 2020
5:30 PM - 7:30 PM

Location

Tavern on 3
950 Cromwell Ave
Rocky Hill   CT   06067
 
Website for Location
Map for Location