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

Hybrid Program - Tools Needed to Build a Secure Retirement Plan

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 venue.   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.

 

 
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 CT State Insurance credits (see approved CE below).     
 
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.
 
This program is sponsored in part by:
 
 
 
 
 

Thursday, April 7, 2022
8:30 AM - 11:30 PM

Location

Online or In Person
Anthology Senior Living
1 Bridgewater Road
Farmington   CT   06032
 



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


Member Fee $39.00
Time has expired
to pay this online


Guest Fee $59.00
Time has expired
to pay this online


Agenda

 


Sonja Hayes
VP - Advanced Planning Consultant
CUNA Mutual Group

Apr 7 2022 8:30AM


The Road to Retirement


Whether planning, nearing or already living in retirement, each client is somewhere on their retirement journey. This course highlights retirement realities and the risks that need to be considered – items like volatile markets, inflation, longevity, health care costs and changing regulations. A financial plan is key to addressing these risks, and this session helps advisors learn how to integrate education on these important topics with a retirement planning process which helps clients confidently meet retirement goals.



Sonja Hayes
VP - Advanced Planning Consultant
CUNA Mutual Group

Apr 7 2022 9:30AM


IRA Insights for Retirement


This educational course helps financial advisors learn about IRA insights for retirement. Review how to use IRAs to help build clients’ assets for retirement and review specific advantages of the different types of IRAs and the rules associated with each. Discuss the three types of IRA rollovers. Along with the different strategies to help meet client’s needs.



Michelle Prather
Sr. Regional Sales Director
OneAmerica®

Apr 7 2022 10:30AM


Solutions to Long Term Care Issues in Retirement


This session will provide you with updated information about the long-term care industry and the impact on families. How can we help more clients mitigate or reduce their risk associated with the very expensive bills related to aging healthcare. First, as financial professionals, we need to educate ourselves on these risks as well as be effective in our daily conversations. This session will provide you with a new way of viewing long-term care and most importantly, will provide you with a better and more impactful way to discuss the issue with those you serve.



Sessions

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


DateCourse Title/DescriptionStartCT INs
Apr 7, 2022 The Road to Retirement Sonja Hayes 8:30 A 1.00
IRA Insights for Retirement Sonja Hayes 9:30 A 1.00
Solutions to Long Term Care Issues in Retirement Michelle Prather 10:30 A 1.00



Registration Fee
Member
$39.00
 
Non-Member
$59.00