Event Calendar
Help for this page My CE Transcript
Hosted by  FPA Connecticut

In Middlesex County: Summer Social plus Speaker on Insurance for Wealthy Clients

Join us on Monday, June 12, for our Summer Social on the Connecticut River for Drinks & Dinner PLUS a Speaker with CFP® CE!!

Come Early for Your Board’s Annual Strategy Session!!
Register Today!!!
The highlight of this Chapter Meeting is the fabulous venue alongside the Connecticut River.  Hope for good weather so we can enjoy our drinks on the patio!
Where?  At Saybrook Point Resort & Marina, 2 Bridge Street, Old Saybrook.  
When?  On Monday, June 12, drinks at 5:15, dinner at 6:15, our Speaker begins at 6:30.  Come that afternoon for your Board’s Annual Strategy Session:  get involved in your Chapter’s activities!  Tell us you’ll be attending at fpact@snet.net.
What’s on the Menu?  A three-course buffet featuring roasted sirloin of beef and crab crusted cod with open bar offering spirits, wine and beer.
Who’s Speaking?  Tim Brown of BTS Insurance will speak on Insurance for Wealthy Clients, for their high-value homes, yachts, jewelry and art, and liability exposure.
Any CE?  We expect the presentation will offer one hour of Continuing Education Credit for the CFP® Designation.
How Much?  Our dinner is priced at $50 for FPACT Members, $85 for Members of another FPA Chapter, and $110 for Not an FPA Member.
Register Today!!!

Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning.  As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, networking and advocacy.

Monday, June 12, 2023
5:15 PM - 8:00 PM


Saybrook Point Resort & Marina
2 Bridge Street
Old Saybrook   CT  

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

Member FPACT

Member of Another FPA Chapter

Not FPA Member

Sponsor Complimentary Registration: Platinum, 2; Gold, 1

Sponsor Additional Discounted Registration: Platinum & Gold, 1



Tim Brown
Chubb Cornerstone, PURE Paragon

Jun 12 2023 6:30PM

Insurance for Wealthy Clients: Property & Casualty

Join Tim Brown for an in-depth review of personal lines insurance including basics for the various lines and conditions in the market as a whole and in the high-net-worth segment.

Learning Objectives: 1) Understand coverages of and issues relating to the various lines including homeowners, valuable articles, personal auto, personal watercraft, excess liability, and workers compensation. 2) Understand recent changes and significant trends in the insurance market including, in particular, HNW personal insurance. 3) Learn to identify and mitigate gaps in coverage.


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

DateCourse Title/DescriptionStartCFP®
Jun 12, 2023 Insurance for Wealthy Clients: Property & Casualty Tim Brown 6:30 P info