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  Westchester, Rockland & Connecticut Events
 

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    CT Valley

    Tuesday, November 15, 8 a.m. – 3:30 p.m.
    Farmington Marriott, 15 Farms Spring Road, Farmington
    Financial Planning Symposium – The Honorable David Walker
    Former Comptroller General of the U.S., will speak on the nation's national debt and budget issues. His new book, Comeback America: Turning the Country Around and Restoring Fiscal Responsibility is now available on Amazon. Bring your copy and Walker will sign it after his presentation. Clients are invited for this 2 p.m. session. Cost is $8 per client and they should arrive by 1:30.
    The morning speakers are Michael Kitces of Pinnacle Advisory Group who will speak on Financial Planning Implications of the Alternative Minimum Tax and Shannon Zimmerman, associate director of mutual fund analysis at Morningstar who will discuss non-traditional ways of thinking about portfolio diversification.
    Cost: Through 11/10 members $99; non-members $125
    Credits: Up to 5 CFP® & PACE available
    For additional information go to www.fpact.org

    Fairfield

    Thursday, November 17, 6 – 8 p.m.
    The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk
    Directions call 203-838-2000
    FPA CT-Fairfield County Dinner Program
    Cost: Member through 11/17 $35, after $45; non-members through 11/17 $45, after $55
    To register go online to www.fpact.org
    For additional information call Lori Somerville at 877-777-0600 or email Fairfield@fpact.org

    Thursday, December 8, 6 – 8 p.m.
    The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk
    Directions call 203-838-2000
    FPA CT-Fairfield County Ethics Dinner Program
    Cost: Member through 11/17 $35, after $45; non-members through 11/17 $45, after $55
    To register go online to www.fpact.org
    For additional information call Lori Somerville at 877-777-0600 or email Fairfield@fpact.org

    Greater Hudson Valley

    Wednesday, June 22, 5 p.m.
    Antonee's, 115 N. Broadway, White Plains
    Dinner Meeting
    Cost: Members $45; non-members $55
    For additional information and to register email Lori Somerville at lori@fpaghv.org or call 877-817-8400.

     

    Westchester

    Wednesday, November 2, 8 – 9:30 a.m.
    Crowne Plaza, 66 Hale Avenue, White Plains
    Breakfast Meeting – Wealth Planning for the Non-Traditional Family
    Alan Wolberg, Morgan Stanley Smith Barney
    For additional information go to www.epcwc.org

    Wednesday, November 30, 6 – 9 p.m.
    Crowne Plaza, 66 Hale Avenue, White Plains
    Dinner Meeting
    For additional information go to www.epcwc.org

     

    Westchester/Rockland

    Tuesday, November 8, 9 a.m. – 5 p.m.
    Tarrytown Doubletree, 455 S. Broadway, Tarrytown
    Corporations, LLCs & Partnerships
    Credit: 8 CPE
    For additional information call 914-708-9404

    Saturday, December 10, 8 a.m. – 4 p.m.
    Tarrytown Doubletree, 455 S. Broadway, Tarrytown
    Individual Update
    Credit: 8 CPE
    For additional information call 914-708-9404

    Tuesday, December 13, 8:30 a.m. – 5 p.m.
    Tarrytown Doubletree, 455 S. Broadway, Tarrytown
    Tri-State Update
    Credit: 9 CPE
    For additional information call 914-708-9404

    Tuesday, January 17, 2012, 3 PM – 5 PM
    Tarrytown Doubletree, 455 S. Broadway, Tarrytown
    "Understanding the Basics of Medicaid Eligibility”
    2 CPE Credits
    Contact: (914) 708-9404

     

    Hartford

    Tuesday, November 8, 8 – 11:30 a.m.
    The Hartford Club, 46 Prospect Street, Hartford
    What Would You Do? Professional Ethics in Practice
    Bill Murray, CLU, ChFC
    Cost: FSP member & member guest $39; non-members $50
    Credit: 3 LRE CT CE
    For additional information and to register go to www.sfsphartford.net


    Thursday, December, 8 – 9:30 a.m.
    CBIA, Metro Center Building, 350 Church Street, Hartford
    Hartford Chapter Breakfast Meeting
    Cost: Members $25; non-members $50
    For additional information and to register go to www.webnetwork.org/hartford

     

Westchester, Rockland & Connecticut Organizations
FA-Digital looks forward to reporting on the activities of the Westchester, Rockland & Connecticut Organizations. If information was provided by print deadline, readers will find information both in the magazine and on the FA-Digital website. If it was provided subsequently reader will only find it on the FA-Digital website: www.fa-digital.com. Authorized persons from the aforementioned organizations are invited to call 631.270.1550.