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Hosted by FPA Connecticut

2021 Investment Outlook: Municipal Bonds PLUS 2021 Tax Update

In response to the current situation with Covid 19, FPA of Connecticut 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 of Connecticut 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. This event is free for FPA members.  Register online, by email, or phone. Scroll down on this event page for registration and payment. Make checks payable to FPA of Connecticut and mail to 175 South End Road, Unit A2, East Haven, CT  06512 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:
 
 
 
 
 

Wednesday, February 10, 2021
3:00 PM - 5:00 PM

Location

Webinar
   
(877)777-0600
 
Email for Location



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Agenda

 


Gregory Shuman, CFA
Managing Director, Portfolio Manager
Lord Abbett

Feb 10 2021 3:00PM


2021 Investment Outlook: Municipal Bonds


This session offers you the opportunity to hear from Gregory Shuman, CFA, Managing Director/Portfolio Manager with Lord Abbett, on the challenges that muni issuers faced during the pandemic as well as the prospects for the municipal market as we move forward into a recovery in 2021.

At the end of this session, advisors will have a good understanding of how the pandemic has impacted the municipal bond market and what to expect this year in terms of the potential risks and opportunities of incorporating municipal bonds into client investment portfolios.



Andrew Lattimer, CPA, MST
CliftonLarsonAllen LLP

Feb 10 2021 4:00PM


2021 Tax Update


In this session, our presenter will discuss how some recent tax proposals and law changes may affect your clients, including the CARES Act and deductibility of charitable giving, taxability of PPP loans and stimulus checks. The presentation will also cover the Consolidated Appropriations Act of 2021 and Employee Retention Credits. Finally, get a sneak peek at President Biden’s proposed tax plan!

At the end of this session, advisors will have a working knowledge of the recent tax law changes related to the CARES Act as well as the tax law changes and impact of the Consolidated Appropriations Act of 2021.



Sessions

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


DateCourse Title/DescriptionStartCFP®
Feb 10, 2021 2021 Investment Outlook: Municipal Bonds Gregory Shuman, CFA 3:00 P 1.00
2021 Tax Update Andrew Lattimer, CPA, MST 4:00 P 1.00



Registration Fee
Member
Free
 
Non-Member
$25.00