The FPA CT (New Haven & Fairfield County Chapters) are excited to announce a new program for current & prospective FPA members:
In lieu of a formal presentation, we have assembled a panel of your peers who are willing to engage in an interactive 'roundtable' discussion about some of the best practices that have brought their businesses to the next level. Similar to the 'Secrets of Success' luncheon meetings hosted regularly by the Fairfield County chapter, this event is designed to highlight one of the biggest benefits of FPA membership: learning from others.
In addition to responding to questions posed by attendees, the panelists will cover various aspects of practice management including: technology usage, asset management and planning processes, pricing/fee schedules and client service models. |
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Our Moderator & Panelists
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MODERATOR:
Chuck Failla, CFP®
Principal,
Sovereign Financial Group, Inc.
PANELISTS:
Paul Morrone, CFP®, CPA/PFS, MSA
Wealth Manager,
US Wealth Management
Registered Principal, Financial Planner,
Barnum Financial Group
Senior Financial Advisor,
Congress Wealth Management
Charlies Paksi
Director,
Altium
Alex Frantz
Sales Account Executive,
SS&C Advent
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Many Thanks to our Event Sponsor!
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This event is being generously sponsored by:
represented by
Alex Frantz, Sales Account Executive
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Space is limited,
so please reserve
your seat today.
11:30am-1:00pm
The Patterson CLub
1118 Cross Highway
Fairfield, CT 06824
Click here for directions.
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* This event is Free for current members of the FPA
* Non-Members are very welcome to attend - the cost for non-members is $20
* Both members and non-members
need to register in advance by Friday, March 6.
Questions,
contact
Lori Somerville, at
877-777-0600 or
fairfield@fpact.org
.
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For information regarding programs presented by
all three chapters
in Connecticut,
please visit our website at
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