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Hosted by  FSP Connecticut

Hybrid Program - State-of-the-Art Wealth Transfer Planning

FSP Connecticut is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals. 
 
We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CFP and CT State Insurance credits (see approved CE below).     For the 10.14 program we will again try to meet in-person at the Sheraton but this will depend on mask mandates and Covid numbers.   We remain determined to be back in person and to offer the option of participating on-line.  
 
If you are paying by credit card, please use the Pay Now buttons to the right (no cards over the phone or on-site).   If you are paying by check, use the Pay Now button and provide us with more info about you and then indicate you are paying by check.  Or use the registration options at the bottom of this page.   
 
Please let us know when you register in the Note field if you are attending in-person or online, so we have an accurate count for the hotel.
 
For in-person attendees, by registering for this event, you acknowledge that you assume the risks of Coronavirus/COVID-19, and waive liability to FSP Connecticut, it's volunteers and association manager.

 

Sponsored in part by Highland Capital Brokerage.
 
 
 

Wednesday, November 10, 2021
8:30 AM - 11:30 AM

Location

Either Online or The Sheraton Rocky Hill
100 Capital Boulevard
Rocky Hill   CT   06067
 



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


Member Fee

Guest Fee

Agenda

 


Robert W. Finnegan, J.D., CLU, AEP
Senior Vice President, Advanced Planning Attorney
Highland Capital Brokerage

Nov 10 2021 8:30AM


State-of-the-Art Wealth Transfer Planning


Come to this fast paced session where we’ll discuss the hottest advanced planning topics including:
• Proposed tax law changes & opportunities
- Last minute gifting and insurance planning opportunities by new worth
- Private financing (loan regime split dollar)
- Expanded estate planning market
• The impact of the recent Morrissette decision on Generational Split Dollar
• GRAT Rescue (billions of dollars awaiting)
• Charitable planning opportunities.



Sessions

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


DateCourse Title/DescriptionStartCT INs
Nov 10, 2021 State-of-the-Art Wealth Transfer Planning Robert W. Finnegan, J.D., CLU, AEP 8:30 A info



Registration Fee
Member
$39.00
 
Non-Member
$59.00