| The FPA CT-Fairfield County Chapter continues to look for opportunities for advisors who are new to our profession to learn from their peers and will be hosting our next FREE NexGen+ After Hours event on Wednesday, February 21st, 5:30pm to 7:00pm, at Brother Jimmy's Barbeque in Stamford. After a half hour of networking, we'll dive right into the program. |
Craig S. Reynolds, CFA®, Director/Regional Manager-Northeast, AMG Funds, will be joining us to talk about Retirement Readiness Building Blocks. AMG funds has accumulated a wealth of resources to assist advisors with their client communications and Craig will share some of these tools with us and lead a group discussion. He'll also demonstrate some of the planning resources available through AMG and how they can be used to motivate clients into taking action.
AMG (Affiliated Managers Group, Inc.) is a global asset management company operating through a diverse group of premier boutique investment firms. AMG's unique partnership approach aligns incentives through equity ownership and preserves the entrepreneurial orientation that distinguishes the most successful investment management firms. As Director/Regional Manager-Northeast, Craig's goal is to add value to Independent Advisors and RIAs by understanding the unique needs of their practice and positioning the resources and solutions that AMG offers to address them.
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Many Thanks to Our Program Sponsor!
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Craig S. Reynolds, CFA
®
Director/Regional Manager - Northeast
312-590-9415 (mobile) - [email protected]
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Save the Dates!
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Wednesday, February 7
Journal of Financial Planning Discussion Group
Wednesday, February 21
NexGen+ "After Hours" Networking Event
Wednesday, March 7
Journal of Financial Planning Discussion Group
Wednesday, March 21
Educational Luncheon Program
Wednesday, April 11
Journal of Financial Planning Discussion Group
Wednesday, April 25
FPA Connecticut State Conference
Wednesday, May 2
Journal of Financial Planning Discussion Group
Wednesday, May 16
NexGen+ "After Hours" Networking Event
Wednesday, June 6
Scholarship Awards Dinner & Educational Program
Wednesday, June 13
Journal of Financial Planning Discussion Group
Dates/Times/Topics Subject to Change
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When:
5:30pm-7:00pm
Wednesday, February 21
Where:
Brother Jimmy's Barbeque
112 Bedford Street
Stamford, CT 06901
Click here for directions
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RSVP by Monday, February 19, by contacting
Lori Somerville, at
877-777-0600 or
[email protected]
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This event is intended to support the next generation of financial planners. By next generation, we mean not only those that fall into the typical NexGen age group, but also CFP® students, new planners, and career transitionists of all ages... and we welcome more seasoned planners, allied professionals and educators who wish to connect with this group.
We hope you can join us for this free event which is an opportunity - no matter your age or experience - to grow your network, to learn business success strategies, to discover new ways to market yourself and/or your practice, and to make meaningful connections.
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top 10 reasons
why financial
professionals join FPA?
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