FPA CT-Fairfield County
New Lunchtime Program:
Secrets of Success
Everything you wanted to know about 
how successful advisors do business but were afraid to ask
The FPA CT-Fairfield County Chapter is excited to announce a new program for current and prospective FPA members:

Secrets of Success:
Everything you wanted to know about how successful advisors do business 
but were afraid to ask.

This new lunchtime series of events 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.

Many Thanks to our Event Sponsor!

represented by
Adam Shanahan, Regional Director
860-748-8529 
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For information regarding programs presented by 
all three chapters  in Connecticut, 
please visit our website at 
When & Where
When:
Wednesday, February 27
Networking 
11:30am-12:00pm
Roundtable Discussion
12:00pm-1:00pm

Where:
Polpo Restaurant
554 Old Post Road, #3
Greenwich, CT
** Free Valet Parking **

Click here for directions.
To Register
IMPORTANT: 
Advance registration is required as seating is limited to the first 14 registrants.

Registration deadline: Monday, February 20th.

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
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.


These initial roundtable discussions  will be moderated by  Chuck Failla, CFP®,  Director of Pro Bono & Public Awareness,  FPA CT-Fairfield County.
Mark Your Calendars Today for these Future Secrets of Success events! 
Wednesday, 
March 27: Monroe
Restaurant TBD

Wednesday, 
May 22: Fairfield
Restaurant TBD
Why Join FPA?
Click here to learn about   the many benefits of FPA Membership!