Tools, Support and Often Used

Welcome. You have Public security privileges.

Showing tools for

This menu can be dragged to another location

Save the Date - April 26, 2023, FPA Connecticut Planners Conference...Aqua Turf Club, Southington

FPA of Connecticut board initiatives for 2022:
 
As always, offer great programming and networking events for you. 
 
Pro Bono opportunities. If you are looking for ways to give back to the community working with the public or being a guest speaker teaching a Personal Finance class at your local high school, we will be offering a number of statewide opportunities for you to do so.
 
Statewide Speakers Bureau. Throughout the year, we receive numerous requests for speakers from a variety of sources, and we are in the process of building a platform that will connect those speaking needs with our members.
 
Internship Program. We are building a network, exclusive to members, that will connect you with interns through our state colleges and universities.
 
Succession Planning. Our goal is to build an exchange for current members that may be retiring/transitioning while linking in the Next Generation members as well who may be looking for ownership opportunities.

FPA Connecticut COVID-19 Event Protocols & Policy

For our Fall 2022 in-person events, we are not requiring proof of vaccination or negative COVID-19 test.   This could change depending on federal, state and local government agencies and officials, FPA of Connecticut, and/or any event venue safety recommendations that may be in place at the time of the event. 

However, you are required to acknowledge and accept the terms and conditions contained in our Covid-19 Liability Waiver and Affirmation of Conduct Restrictions and submission of your registration is regarded as affirmation of your acceptance in this regard.  Should you not wish to accept the Terms & Conditions, you should not register.
Click here to read the waiver in full.
 
 

FPA® CT Chapter

Reasons for Planning FPA is the community that brings together those who deliver financial planning, those who support it and those who benefit from it. As a member of FPA, you are never alone.  You are part of a community of more than 28,000 members, all pulling together for those we serve.  We are the heart of financial planning, linking you to educational opportunities, on-line discussions, career enhancement tools, seminars and publications, and more.   Learn More.

Upcoming Events

Wednesday, October 26 FPA Connecticut Presents Webinar - Starting Over after 50: What A Financial Advisor Needs to Know about Divorced Women

Thursday, October 27 FPA Connecticut Presents Happy Hour – Capital Grille (Stamford)

Wednesday, November 2 FPA Connecticut Presents Advisor Education Symposium (includes morning Ethics Course with CFP CE)

Thursday, November 10 FPA Connecticut Presents FPA Women's Network Social

Tuesday, November 15 FPA Connecticut Presents Secrets of Success Virtual Event

Wednesday, December 14 FPA Connecticut Presents Holiday Social for FPA Members

Search for all upcoming and past event details in our Event Calendar


2022 Platinum Sponsors:

  

 
 
  
 
 
  

 

 

2022 Gold Sponsors:

 
 

 

 
 
 
 
   
 
  
 
 



 
 

Have a question or need to contact us?  Use the information below to mail, call or email us.

Connecticut Chapter

Jaclyn Farnham
Chapter Executive
Mailing address: 95 West St
Rocky Hill, CT  06067
(860) 721-1060 Voice
Click/Tap for email address 

Lori Somerville
Chapter Executive
Mailing address:  175 South End Road, #A2
East Haven, CT  06512
(877) 777-0600 Voice
Click/Tap for email address.org

Let the FPA Career Center Find Your Next Employee   If you are looking to hire an employee, you will want to visit the FPA online Career Center. The Career Center attracts qualified, professional candidates committed to the financial planning process, and they demonstrate that commitment through their skills, work experience and education. On the Career Center, you can post an open position in your firm, or review resumes of potential employees. The Career Center is one of the most visited areas on FPA's website, so if you are looking to hire a new employee, you will want to take advantage of this member benefit.


   FPA® Connecticut   ©  2022   FPA Connecticut   |  All Rights Reserved  |   Contacts  |   Contact Form  |   Terms  |   Privacy  |