We are pleased to announce that
Josh Hughes Esq., Senior Vice President and lobbyist with Capitol Consulting
with over 17 years of experience, will kick off our evening program with a discussion of the current state of CT politics and the upcoming election. He'll also talk about the benefits of having a full-time lobbyist representing the financial planning industry on key issues.
Charitable Planning Essentials
Margot Kearney Navins, CAP®
Vice President, Charitable Planning Consultant
This one-hour presentation will explore how to incorporate charitable planning into an advisor's practice in order to deepen engagement with existing clients and meet the growing client demand for strategic philanthropic solutions. Our presenter, Margot Kearney Navins, who serves as a charitable planning resource to advisors and their clients in the tri-state area, will also discuss how to include charitable giving as part of a holistic planning conversation with clients who wish to preserve their wealth and leave a legacy, as well as maximize giving while minimizing taxes. Click here for speaker bio.
Learning Objective(s):
At the end of this session, attendees will (1)
Recognize charitable scenarios/ opportunities, (2)
Understand common charitable vehicles, contributable assets, and tax implications, (3)
Know best practices from real-life case studies on how to have a charitable conversation, and (4)
Have resources for aiding clients with charity selection and granting tools.
Level of Complexity:
Intermediate
What Every Financial Advisor Should Know About Estate Planning in 2018 and Beyond
John N. Massih, Esq., Massih Law, LLC
This session presented by Elder Law, Estate and Special Needs Planning, and Health Care Attorney John H. Massih will update attendees on the new estate planning laws and the Power of Attorney Act affecting your clients. Also discussed will be incapacity planning, including Revocable Living Trusts and Irrevocable Trusts and Life Estates, and tax ramifications to be considered. John will also talk about practical after-death planning and asset protection for heirs.
Click here
for speaker bio.
Learning Objective(s):
At the end of this session, attendees will learn (1)
What you should be addressing with clients with respect to their estate planning, (2) H
ow incapacity planning has become the biggest issue for many clients and how to solve the problems that arise, (3)
The impact of the Connecticut Uniform Power of Attorney Act on clients - a practical review, and (4)
The 3 most common reasons estate plans fail - at least one of these is most likely not what you think!
Level of Complexity:
Intermediate
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Many Thanks to Our Program Sponsors!
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represented by
Margot K. Navins, CAP®
Vice President/Charitable Planning Consultant
represented by
John Eiler
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Wednesday, November 7
George Bickford Luncheon Meeting
with FPA Greater New Haven Chapter
Wednesday, November 14
NexGen+ "After Hours" Networking Event
Tuesday, December 4
Chapter Ethics Dinner Meeting
Dates/Times/Topics Subject to Change.
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When:
PLEASE NOTE
NEW START TIME
5:30pm-8:00pm
Wednesday, October 17
Where:
Giovanni's II
(The Waters Edge)
2748 Post Road
Darien,
CT 06820
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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 download/print registration form.
Questions, c
ontact
Lori Somerville at
Registration Deadline: Monday, October 15
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FPA Fall Membership Drive Savings
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During the month of October, the FPA is offering special referral savings! When you refer a new CFP® Professional or Allied Professional member to FPA before October 31, you'll receive $50 off next year's dues and the person you refer will receive $200 off their first year of membership dues.
Click here to refer a colleague today!
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FPA Statewide Chapter Events
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For information on events presented
by all three FPA Chapters in Connecticut,
please visit our website at
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