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Hosted by CT Valley Chapter of FPA Connecticut

Covid 19 - How CT Financial Advisory Firms and their Clients are Responding

In response to the current situation with Covid 19, FPA Connecticut Chapters will continue to provide members with quality, low cost educational offerings as online webinars.    After your registration is reconciled, you will receive a direct email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar.  
  
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.

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.  If you are paying by credit card, please use the Pay Now buttons to  the right.  We do not accept cards over the phone.   If you are mailing check, use the Pay Now button and provide us with more information and check off "sending check". Or, you may use the registration options at the bottom of this page.
 

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:
 
 
  
 

Friday, May 22, 2020
9:00 AM - 11:00 AM

Location

Webinar - Register Below to Receive Log In
   
 



Register and pay now by credit card, debit card, PayPal account or mailed check


Member Fee $0.00
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Guest Fee $20.00
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Agenda

 


Thomas J. Hine, CFP®, CFS, MBA
CEO and Principal
Capital Wealth Management, LLC

Denis Horrigan, CFP®
Connecticut Wealth Management, LLC

Eliot M. Weissberg, CFP®, CFS
President
The Investors Center, Inc.

May 22 2020 9:00AM


Secrets of Success: How are the top local leading Financial Advisory Firms are Handling Covid 19 relating to: Technology, Operations, Finances, Client Touches, and Referrals


Learn from 3 diverse advisory firm owners that are experienced leaders and well respected in our industry, with how they handled this pandemic with not only with their clients, but also how they ran their practices as well through these rough times!



Mike Van Wyk
American Funds

May 22 2020 10:00AM


How Different Generations are Responding to the Pandemic and How Long Term Attitudes and Behaviors are Being Shaped


Mike will talk about Gen Z, Millennials, Gen X, Baby Boomers and how bridging the cross generational communication gaps will be important for advisors. Learn how Covid 19 will effect behavioral patterns, consumption, engagement, social distancing, financial habits, and health habits!



Sessions

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


DateCourse Title/DescriptionStartCFP®
May 22, 2020 Secrets of Success: How are the top local leading Financial Advisory Firms are Handling Covid 19 relating to: Technology, Operations, Finances, Client Touches, and Referrals Thomas J. Hine, CFP®, CFS, MBA Denis Horrigan, CFP® Eliot M. Weissberg, CFP®, CFS 9:00 A
How Different Generations are Responding to the Pandemic and How Long Term Attitudes and Behaviors are Being Shaped Mike Van Wyk 10:00 A 1.00



Registration Fee
Member
No Charge
 
Non-Member
$20.00