FPA CT-Fairfield County & Greater New Haven Chapters
to co-host a luncheon program
Wealth Planning Across Life Stages: 
Strategies for Clients in Three Key Generations
(This presentation has been accepted by CFP Board for  1 CFP CEU)
Tuesday, August 13, 2019
11:30 a.m. - 1:30 p.m.
Program
Greetings, FPA Members & Colleagues!

We are pleased to announce that the FPA CT-Fairfield County and Greater New Haven Chapters will be co-hosting an educational program 
on Wealth Planning Across Life Stages:  Strategies for Clients in Three Key Generations, presented by Jeffrey R. Brooks, JD, a wealth strategist at Capital Group/American Funds,  on Tuesday, August 13, at Riverview Bistro in Stratford. 

During this one hour presentation, Jeff  will dive deep into the income tax, estate tax and wealth transfer planning factors and strategies unique to three key generations: Millennials (20s and early 30s), Gen X (late 30s through early 50s), and Baby Boomers (mid-50s through early 70s). Specific topics to be discussed include:
  • We don't give - Tax or Legal Advice
    • We do give
      • Income tax, estate tax and wealth transfer education re its application in the financial services industry
      • Developing and cultivating relationships in the professional community (lawyers, accountants)
      • Share best practices in the HNW space
  • Information topics
    • How to deal with fiduciary relationship?
      • Executors, Trustees, Guardians, etc.
    • Info for - trustee of trust(s) and successors
    • How to work best with attorneys
    • New laws - regarding trusts
      • Example SLATS - Spousal Lifetime Access Trust
    • New tax law environment - best strategies
Learning Objectives:  At the end of this session, attendees will (1) Understand the key income tax, estate tax and wealth transfer planning factors and strategies unique to each generation that need to be considered, (2) Understand the new laws regarding trusts and the new tax law environment, and (3) Understand the importance of developing a network of trusted relationships with attorneys and accountants that can provide the advice necessary to ensure a comprehensive estate plan is designed that meets a client's specific needs.
Level of Complexity:  Intermediate

Click here for speaker bio.
Registration
Luncheon Meeting Registration Fees 
This is a free event for all FPA Members!
  While this event is free for FPA members, advance registration is required.
Non-Members pay only $30 Advance/$40 at door
If paying at door, cash or check only.

TO REGISTER:
Click here  to register.
Registration Deadline: Tuesday, August 6th

Questions, contact Lori Somerville at 877-777-0600 or 
Many Thanks to Our Program Sponsor!
 
Capital Group | American Funds
represented by
Damian Carroll  CFA®, CIMA®, CPWA®
Senior Vice President,  Relationship Manager,  Institutional Investment Services
(877) 421-1328 OFFICE -  (860) 573-8064 MOBILE
Save the Dates!
Wednesday,  9/25/19
Joint Educational Luncheon Meeting  with FPA Greater New Haven Chapter
Wednesday, 10/6/19
Educational Dinner Meeting
Wednesday, 11/13/19
NexGen+ Event
Wednesday, 12/4/19
Ethics Dinner Meeting
Dates/Times/Topics Subject to Change.