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Hosted by FPA Connecticut

Webinar - Compelling Wealth Management Conversations

FPA of Connecticut continues to provide members with quality, low cost or free educational offerings as online webinars.    After your registration is reconciled, you will receive a direct email from gotowebinar with log in information. As we get closer to the event, we will 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.   For guest registration payments, make checks payable to FPA of Connecticut and mail to 175 South End Road, Unit A2, East Haven, CT  06512.   To pay by credit card, please use the Pay Now buttons to the right.  We do not accept cards over the phone.  

CE Credits
Many programs offer CFP and others also offer CT State insurance credit. There is no CE for this practice management session.
 
This program is sponsored by:
 
 

Tuesday, September 28, 2021
12:00 PM - 1:00 PM

Location

Webinar
   
(877)777-0600
 



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


Guest Fee

Agenda

 


Brian Levitt
Global Market Strategist
Invesco

Sep 28 2021 12:00PM


Compelling Wealth Management Conversations


Our single greatest challenge is not managing our assets, but managing our emotions. It’s perceptions and misperceptions, fears and phobias, exacerbated by a 24-hour news cycle predicated on the crisis of the moment, that often stands in the way of long-term financial success. This presentation is designed to provide the broad philosophical and historical perspective to defuse both fears and misperceptions.

Learning Objectives:
1. Understand the universal principles of investing, such as consistency, courage, and balance, which may help drive long-term investment success.
2. Gain insights meant to provide a much needed long-term historical perspective in a world of “breaking news,” dire predictions, and market volatility.



Sessions

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


DateCourse Title/DescriptionStartCFP®
Sep 28, 2021 Compelling Wealth Management Conversations Brian Levitt 12:00 P 1.00



Registration Fee
Member
Free
 
Non-Member
$25.00