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Hosted by  FSP Connecticut

Professional Day and Annual Meeting

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.
 

Thursday, June 16, 2022
8:30 AM - 2:40 PM

Location

Back 9 Tavern
150 Savage St,
Southington   CT   06479
 



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


Member Fee

Guest Fee

Agenda

 

Jun 16 2022 8:00AM


Registration and Continental Breakfast



Jun 16 2022 8:30AM


TBA Topic



Jun 16 2022 9:30AM


Retirement Plan Solutions


This course is to introduce advisors to the various types of retirement plans that are out in the market place which include SEP IRA’s, SIMPLE IRA’s and 401k plans. In the defined benefit space there are also defined benefit plans and cash balance plans. Understanding which offering that best fits the need of the client is part of this course discussion.


Jun 16 2022 11:40AM


Buffet Lunch, Annual Meeting, Transition of Officers




Thomas Commito
Advanced Sales Consultant
Lincoln Financial Distributors

Jun 16 2022 12:30PM


Put Your Trust in Trusts!




Sessions

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


DateCourse Title/DescriptionStartCT INs
Jun 16, 2022 Registration and Continental Breakfast 8:00 A
TBA Topic 8:30 A info
Retirement Plan Solutions 9:30 A info
Buffet Lunch, Annual Meeting, Transition of Officers 11:40 A
Put Your Trust in Trusts! Thomas Commito 12:30 P info