Don't Miss Our First Dinner Program of the New Year!
FPA CT-Fairfield County Chapter
to present
PIMCO's Cyclical Outlook:
Putting Markets in Perspective
(Presentation  accepted by CFP Board for 1 CFP CEU)
&
Analysis of the 2018 Tax Cuts and Jobs Act
(Presentation accepted by CFP Board for 1 CFP CEU)
Wednesday, January 17, 2018
6:00 p.m. - 8:30 p.m.
Giovanni's II, Darien, CT
Program
PIMCO's Cyclical Outlook: 
Putting Markets in Perspective
Scott Thompson, Senior Vice President, PIMCO
We are pleased to announce that Scott Thompson, a Senior Vice President and Strategist in the Investment Solutions Group in PIMCO's New York office, will be presenting PIMCO's Cyclical Outlook that focuses on  4 topics related to the economy (global, U.S., European and emerging markets) and 4 topics from the financial markets (equities, credit, municipals and fixed income). Each topic provides an analysis of the market outlook for the next 6 to 12 months and is supported by charts and concise data and specifically describes the implications for investors. Prior to joining PIMCO in 2013, Scott was a research assistant at Victoria University of Wellington and the New Zealand Institute for the Study of Competition and Regulation. He holds an MBA from the UCLA Anderson School of Management and an undergraduate degree from Victoria University of Welling, New Zealand.

Analysis of the 2018 Tax Cuts and Jobs Act   
Chris Eck, CPA, CrFA, Audit & Attestation Partner
Berkow, Schechter & Company LLP
We are also pleased that Chris Eck, who is the Audit and Attestation Partner at Berkow, Schechter & Company LLP in Stamford, will be joining us to provide a much-needed analysis of the 2018 Tax Cuts and Jobs Act. Chris will discuss the impact of the act on individuals (what it means for you and your clients), flow-throughs & corporations (is it worth restructuring?), and trusts and estates (planning strategies). Chris is a  Certified Public Accountant (CPA) and received his Bachelors in Accounting from Sacred Heart University in 2007 and has been a Certified Forensic Accountant (CrFA) since 2013. He started with Berkow, Schechter as a senior accountant in 2011 and became a partner in 2015. Chris lives in New City, NY, with his wife and six month old twins. 

Click here for directions to Giovanni's II.
Registration
Dinner Meeting Registration Fees
*FPA Members: $45 Advance ($55 at door)
Non-Members: $55 Advance ($65 at door)
Students: $30 Advance ($35 at door)
Click here to download/print registration form.

*For FPA CT-Fairfield County local dues assessment (season pass) members there is no registration fee to attend this meeting; however, advance registration is required by contacting Lori Somerville at 877-777-0600 or [email protected].

Registration Deadline: Monday, January 15, 2018
Many Thanks to Our Program Sponsors!

represented by
Chris Eck, CPA, CrFA
Audit & Attestation Partner
Berkow, Schechter & Company LLP
represented by
Cristopher Bellantoni,  CIMA ®
Vice President, Account Manager
PIMCO Global Wealth Management
212-597-1023 - [email protected]
2018 Program Schedule
Wednesday, January 10:  Journal of Financial Planning Discussion Group
Wednesday, January 17:  Educational Dinner Program
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/Programs Subject to Change.

For information on events offered by all three FPA Chapters in Connecticut, please click here to visit our website.