Event Calendar
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Hosted by FPA Connecticut

Secrets of Success Virtual Event

 
 
These roundtable discussion groups are being organized by FPA CT, but any and all FPA members from any Chapter are welcome and encouraged to attend. Non-FPA members are also welcome to attend one roundtable discussion. After that, they will be encouraged to join the FPA. Please join us for our next Secrets of Success event.
 
Due to the nature of the roundtable format, these discussion groups will be limited to the first 14 registrants.  The deadline to register is Tuesday, March 2nd.  
 
 

Wednesday, March 3, 2021
11:30 AM - 12:30 PM

Location

Your Computer via Zoom
   
 




Agenda

 


Chuck Failla, CFP®
Sovereign Financial Group, Inc.

Mar 3 2021 11:30AM


Secrets of Success


Please join us for our next "virtual" version of our popular Secrets of Success roundtable discussion events. This Zoom event is free for FPA members and non-members.

So... grab a sandwich, log on and join us!

This is a great opportunity for advisors from around the region to share ideas -- specifically about current practice management topics including:

-- Technology
-- Compliance
-- Practice development
-- HR
-- Business models
-- Fee trends
-- And more...

There will be no "presentation"… Instead, this event will be held in a roundtable format. There will be a practice management topic chosen for each event and that topic will be the jump off point for the group to discuss. From that initial topic, the conversation will then be free to evolve on to any and all practice management areas the group wishes to focus on. This roundtable discussion will be moderated by FPA CT board member: Chuck Failla, CFP®.

Why Participate? We have found that one of the greatest benefits our members derive from belonging to FPA is the ability to meet with other advisors and share ideas. Have you ever wondered how some advisors made the switch to fee only? Are you curious about which Financial Planning software platforms work and which don't? Interested in learning about how other advisors set their fee schedules? Well, then, this will be an event for you!



Sessions


DateCourse Title/DescriptionStart
Mar 3, 2021 Secrets of Success Chuck Failla, CFP® 11:30 A



Registration Fee
Member
Free
 
Registration Deadline: 3/2/21
Non-Member
Free
Registration Deadline: 3/2/21