Don't Miss our Annual Scholarship Awards 
& Educational Dinner Program!
Building Better Balanced Portfolios 
Using Balanced-Risk
(this presentation has been accepted by CFP Board for 1 CFP CEU)
&
Applied Behavioral Finance, Financial Therapy 
& Personal Financial Planning
(this presentation has been accepted by CFP Board for 1 CFP CEU)
Please join us for our Annual Scholarship Awards Dinner and Educational Program on Wednesday, June 13. We are honored to present our 24th Annual FPA Fairfield County Financial Planning Scholarship Foundation's 2018 Scholarship Award to a qualified local high school student. We will also have a 50/50 Raffle to support our Scholarship Foundation, so please come prepared to participate at $5 per ticket!
Our Program
Building Better Balanced Portfolios 
Using Balanced-Risk
Doug Hedley, Chief Investment Strategist
Paritas Capital Management
Doug Hedley will explain how a balanced-risk investment process can help to stabilize the core holdings of a portfolio by protecting against large draw downs and participating in growth environments. The process is centered around using risk instead of long-term forecasts to aid in increased consistency and ultimately superior risk-adjusted returns over the long-term.  Click here  to learn more about Doug.

Learning Objectives:  At the end of this session, attendees will understand what a balanced-risk investment process is, how the investment process works, and when it can help strengthen certain client portfolios.  Level of Complexity: Intermediate

Applied Behavioral Finance, Financial Therapy & Personal Financial Planning
Ron Sages, Ph.D., AEP®, CFP®, CTFA, EA
Sr. Portfolio Manager/Director, Financial Planning 
Eagle Ridge Investment Management LLC
Ron Sages, who is also an Assistant Professor of Personal Financial Planning with Kansas State University, will address a series of critical questions: What is Applied Behavioral Finance and Financial Therapy, and why do they matter? What are the various constructs of individual behaviors around personal finance? What are the more common biases that have been identified? How do these biases impact/affect financial planners and how they interact with clients? Click here to learn more about Ron. 

Learning Objectives: At the end of this session, attendees will understand the practical implications of research in this field of study, how it can be applied, and how Financial Therapy works within the advisor-client relationship.  Level of Complexity: Intermediate
Many Thanks to Our Program Sponsor!

represented by
J.W. Craig 
Director of Business Development
(203) 717-1626 - jwcraig@paritascapital.com
Save the Dates!
Wednesday, August 15
NexGen+ "After Hours" Networking Event
Wednesday, September 26
Chapter Dinner Meeting
Wednesday, October 17
Chapter Dinner Meeting
Wednesday, November 7
NexGen+ "After Hours" Networking Event
December - Date TBA
Chapter Ethics Dinner Meeting
Dates/Times/Topics Subject to Change.
When & Where
When:
5:30pm-8:30pm
Wednesday, June 13

Where:
Giovanni's II
(The Waters Edge)
2748 Post Road
Darien,  CT  06820

Click here for directions.
Registration
Dinner Meeting Registration Fees

FPA CT-Fairfield County Season Pass Members:
N/C
(advance registration required)
Other FPA Chapter Members
$45 Advance ($55 at door)
Non-Members: 
$55 Advance ($65 at door)
Students: 
$30 Advance ($35 at door)

To register, please contact 
Lori Somerville at 
877-777-0600 or fairfield@fpact.org
Why Join FPA?
What are the 
t op 15 reasons  why financial   professionals join FPA?
Click here to find out!
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For information on events presented  by all three FPA chapters in Connecticut,
please visit our website at http://www.fpact.org.