Association of Divorce Financial Planners

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Financial Planning Association

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.

 

National Association of Estate Planners & Councils

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

National Association of Insurance and Financial Advisors

 

National Conference of CPA Practitioners

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

 

Society of Financial Service Professionals

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

WEB

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