New  Lunchtime Panel Discussion Program
Secrets of Success
Everything you wanted to know about 
how successful advisors do business but were afraid to ask
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.
Our Moderator & Panelists
MODERATOR:
Chuck Failla, CFP®
Principal,  Sovereign Financial Group, Inc.

PANELISTS:
Paul Morrone, CFP®, CPA/PFS, MSA 
Wealth Manager,  US Wealth Management
Derrek L. Metz, CFPC
Registered Principal, Financial Planner,  Barnum Financial Group
Salim Boutagy, CFP®
Senior Financial Advisor,  Congress Wealth Management
Charlies Paksi
Director,  Altium
Alex Frantz
Sales Account Executive,  SS&C Advent

Click here for bios.
Many Thanks to our Event Sponsor!
This event is being generously sponsored by:

represented by
Alex Frantz, Sales Account Executive
Office: 469-291-8494 Mobile: 415-728-3435
afrantz@advent.com
When & Where
Space is limited, 
so please reserve 
your seat today.

Thursday, March 12
11:30am-1:00pm

The Patterson CLub
1118 Cross Highway
Fairfield, CT 06824

Click here for directions.
Register Today
* 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.

Click here  to register.

Questions,  
contact  Lori Somerville, at  877-777-0600 or fairfield@fpact.org
For information regarding programs presented by 
all three chapters  in Connecticut, 
please visit our website at 
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