Register Today for FPA CT-Fairfield County 11/13 Secrets of Success Event!

FPA CT-Fairfield County

Lunchtime Program:

Secrets of Success

Everything you wanted to know about

how successful advisors do business but were afraid to ask

Please join us for our next Secrets of Success event to be held on Wednesday, November 13, at The Capital Grille in Stamford.

Secrets of Success:

Everything you wanted to know about how successful advisors do business

but were afraid to ask.

This lunchtime series of events for current and prospective FPA members will be an opportunity for advisors from around the region to meet and share ideas specifically about current practice management topics including:

-- Technology

-- Compliance

-- Practice development

-- HR

-- Business models

-- Fee trends

-- And more...

There will be no "presentation"

Instead, these events will be held in a roundtable format. There will be a practice management topic chosen for each event and that topic will be the jump off point for the group to discuss. From that initial talking point, the conversation will then be free to evolve on to any and all practice management topics the group wishes to focus on.

Why Attend?

We have found that one of the greatest benefits our members derive from belonging to FPA is the ability to meet with other advisors and share ideas...

Have you ever wondered how some advisors made the switch to fee only?

Are you curious about which Financial Planning software platforms work and which don't?

Interested in learning about how other advisors set their fee schedules?

Well, then, this will be an event for you!

These roundtable discussion groups are being organized by FPA CT-Fairfield, but any and all FPA members from any Chapter are welcome and encouraged to attend.

Non-FPA members are also welcome to attend one roundtable discussion. After that, they will be encouraged to join the FPA in order to attend future events.

Some Details

Due to the nature of the roundtable format, these discussion group events will be limited to the first 14 registrants .

As interest dictates, we will expand the number of these roundtable discussion groups and vary the locations throughout the Greater Fairfield County region.

This roundtable discussion will be moderated by

Chuck Failla, CFP®, Director of Pro Bono & Public Awareness, FPA CT-Fairfield County Chapter.

Many Thanks to our Event Sponsor!

represented by

Mike Cain
(331) 422-6239 - mcain@ftadvisors.com

When & Where

When:

Wednesday, November 13

Networking

11:30am-12:00pm

Roundtable Discussion

12:00pm-1:00pm

Where:

The Capital Grille

230 Tresser Boulevard

Stamford, CT 06901

(located in the Stamford Town Center)

Click here for directions.

To Register

IMPORTANT:

Advance registration is required as seating is limited to the first 14 registrants.

Registration deadline:

Monday, November 11

Registration fee is $15 (includes the cost of lunch).

Click here to register.

Questions,

contact Lori Somerville, at 877-777-0600 or fairfield@fpact.org .

The Fall Membership Drive is Here!

Through October 31, FPA is offering exciting deals to grow and strengthen our community:

* A one-time 40% savings on dues for new CFP® Professional and Allied Professional members (coupon code: FALLJOIN40)

* New members get an FPA coaster

* Administrative fees will be waived for new FPA Group Memberships (a savings of $250!)

Click here to learn more!

For information regarding programs presented by

all three chapters in Connecticut,

please visit our website at
www.fpact.org.

Stay Connected!