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Hosted by FPA Connecticut

37th Annual FPA of Connecticut State Conference Online Only

Welcome to the 37th Annual FPA Connecticut State Conference (online only for 2021)!   
 
Now more than ever, information about the future of Financial Planning and the resources you will need to survive and flourish is critical.    FPA of Connecticut provides a regional view of these turbulent times with a quality online conference experience.  Highlights include:  
  • 4 Keynotes including David Kelly and David Walker
  • 6 Breakouts
  • 2021 Vern Hayden Award Presentation
  • Jim Pavia's Fireside Chat
 
Up to 7  CFP and 4 CT Insurance CEs possible.  
 

 
Thank You to our 2021 Conference Sponsors

 
Gold:

 

 


 

 

 
 
 
 
 
 
 
 
 
 
 

Wednesday, April 28, 2021
8:30 AM until Thursday, April 29, 2021 4:30 PM Eastern Time

Location

Log on from the comfort of your own home or office
   
 



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


Member Fee

Guest Fee

College Students and CFP Candidates Fee

Optional Wine Tasting - mailed testers for first 40 people

Optional Wine Tasting - mailed testers after first 40 people $40.00
Check back later
to pay this online


Agenda

 

Apr 28 2021 8:30AM


REGISTRATION, EXPO AND NETWORKING




Blaine Aikin, CFP®, CFA, AIFA®
Founder and Principal
Fiduciary Insights, LLC

Apr 28 2021 8:55AM


KEYNOTE: What’s Next for the Regulation of Advice


This presentation will address regulatory activities of the SEC, DOL, and the states. Additionally, the session will also touch upon the role of CFP Board’s Code and Standards in advancing the profession of financial planning. In this session, Blaine Aikin will:
1. Recap where the last administration left off;
2. Address where the new administration is heading; and
3. Assess the role of financial planning in the evolving professionalization of advice.


Apr 28 2021 9:50AM


Go RIA Panel sponsored by Charles Schwab




Dan Daniels
Wiggin and Dana

Michael Clear
Partner
Wiggin and Dana

Erin Nicholls, JD
Wiggin and Dana

Apr 28 2021 9:50AM


Planning for Business Owners


This seminar will provide a comprehensive review of estate planning for business owners. Segment I addresses core planning, which will dictate what happens to a business at the death of an owner. Segment II will review business continuity and liquidity, including the use of life insurance for family and business needs. Segment III expands on advanced wealth and transfer strategies, including techniques for owners to remove, freeze, and discount assets to facilitate business succession and minimize taxes. Participants will receive practical tips to further engage their business-owning clients in solid planning for today's environment.


Apr 28 2021 10:40AM


EXPO AND NETWORKING




The Hon. David M. Walker
Former Comptroller General of the U.S.
Distinguished Visiting Prof. USNA, Former US Comp.

Apr 28 2021 11:00AM


KEYNOTE: America in 2040: Still a Superpower?



Apr 28 2021 11:50AM


EXPO AND NETWORKING




John Emerson
American Funds

Apr 28 2021 12:10PM


KEYNOTE: Geopolitics in the Age of Disruption sponsored by Capital Group and American Funds


In this session, John Emerson will cover:

• Policy Implications of the Biden Administration
• Broader implications of Covid-19 for Geopolitics and the Global Economy
• Trade Policy and Relations with China


Apr 29 2021 12:30PM


REGISTRATION, EXPO AND NETWORKING




Dr. David Kelly, CFA
Managing Director and Chief Market Strategist
J.P. Morgan Funds

Apr 29 2021 1:00PM


KEYNOTE: JP Morgan’s Guide to the Markets - Economic and Market Update




Michael Bitton
Pacific Life Insurance Company

Apr 29 2021 1:55PM


Client Conversations: I’ve Inherited an IRA; Now what?


The SECURE Act eliminated the stretch option for most IRA beneficiaries. What should clients do? Learn the new Required Minimum Distribution rules for beneficiaries, and where they differ from the old rules. Review when clients might need to take action, as well as some techniques for communicating these important changes to clients.



Christine Sjolin, SHRM-SCP
VP Strategic Development & Operations/Partner
FP Transitions

Apr 29 2021 1:55PM


The Evolution of Success and Sustainability


Discover the next evolution of succession for the industry. In this presentation, we'll look beyond any one owner’s career and focus on the creation of long-term business sustainability. Christine Sjölin, SHRM-SCP, will explore why and how this shift in focus is creating the most successful and enduring businesses in our industry. In this session you'll learn:
•The internal succession process and how it can be customized for each business's unique situation.
•The strategies for realistically plotting your own exit timeline.
•The key business foundations needed to support internal succession and long-term sustainability.
•The importance of a gradual, staged transition for the success of your plan.


Apr 29 2021 2:45PM


EXPO AND NETWORKING




Jim Pavia
Money Editor
CNBC

Apr 29 2021 3:05PM


VERN HAYDEN AWARD / FIRESIDE CHAT WITH JIM PAVIA




Katherine Roy, CFP®
Chief Retirement Strategist
JPMorgan Asset Management

Apr 29 2021 3:40PM


Guide to Retirement: Breaking Rules to Build Stronger Retirement Plans


Updated annually, the award-winning* Guide to Retirement provides an effective framework for supporting your retirement planning conversations with clients. It includes charts and graphs to help you explain complex issues in a clear and concise manner. A description and audio commentary are available for every slide.



Maria Katsileros, CSRIC™, CIMC®
Vice President, Investment Strategist
Natixis Investment Managers

Apr 29 2021 3:40PM


Managing Taxable Investments


Upon the successful completion of this course, participants will be able to: Understand recent tax-related legislation and implications for planning, Discuss how taxes may impact investment portfolios, Explain the factors that drive tax efficiency, Compare and contrast common investment vehicles, Describe techniques that can be employed to mitigate the impact, of taxes and enhance clients’ after-tax returns, Discuss municipal bond tax considerations


Apr 29 2021 4:30PM


WINE TASTING




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
Apr 28, 2021 REGISTRATION, EXPO AND NETWORKING 8:30 A
KEYNOTE: What’s Next for the Regulation of Advice Blaine Aikin, CFP®, CFA, AIFA® 8:55 A info
Go RIA Panel sponsored by Charles Schwab 9:50 A
Planning for Business Owners Dan Daniels Michael Clear Erin Nicholls, JD info info
EXPO AND NETWORKING 10:40 A
KEYNOTE: America in 2040: Still a Superpower? The Hon. David M. Walker 11:00 A info
EXPO AND NETWORKING 11:50 A
KEYNOTE: Geopolitics in the Age of Disruption sponsored by Capital Group and American Funds John Emerson 12:10 P info
Apr 29, 2021 REGISTRATION, EXPO AND NETWORKING 12:30 P
KEYNOTE: JP Morgan’s Guide to the Markets - Economic and Market Update Dr. David Kelly, CFA 1:00 P info
Client Conversations: I’ve Inherited an IRA; Now what? Michael Bitton 1:55 P info info
The Evolution of Success and Sustainability Christine Sjolin, SHRM-SCP
EXPO AND NETWORKING 2:45 P
VERN HAYDEN AWARD / FIRESIDE CHAT WITH JIM PAVIA Jim Pavia 3:05 P
Guide to Retirement: Breaking Rules to Build Stronger Retirement Plans Katherine Roy, CFP® 3:40 P info info
Managing Taxable Investments Maria Katsileros, CSRIC™, CIMC® info
WINE TASTING 4:30 P



Registration Fee
Member
$75.00
 
Non-Member
$120.00