NOTE FROM YOUR PRESIDENT

David Karachuk

November 2024

Hi, everyone. Happy November!

We have three events in the works before we say goodbye to 2024.

Up first, on Thursday, November 14, is another half-day Advisor Education Symposium followed by our Annual Lunch in Shelton. At the AES, we're hosting Cozy Whitman of College Inside Track, Ben Henry-Moreland of Kitces Speakers, and Howard Levine of Carmady Law. At lunch, you'll hear updates on FPACT's activities from Chapter Leaders.

We're holding our Holiday Party on Tuesday, December 10, at Haven Beer Company in Hamden. All are welcome to the Board Meeting prior.

Finally, the next Secrets of Success Virtual Advisor Roundtable is also scheduled for Tuesday, December 10.

You'll find details below.

In October, the Chapter Board elected our Officers and Directors for 2025. I'm pleased to announce the elections of Chris Lee as President-Elect and Ann Marie Ocone as Secretary. Three of this year's Officers will serve another year: Salim Boutagy as Chair & Past President, Laura Sundquist as Treasurer, and I as President.

Among next year's eight non-Officer Directors are one new name, Alec Rosen; six re-elects, Daniela Cerasani, Chuck Failla, Denis Horrigan, Kristin Oswald, Charlie Rocco and Tim Stowell; and one transition, Paul Morrone, from Secretary. Mike Parry will be leaving the Board at the year's end.

On behalf of the Chapter, thanks to all of you for your dedication to the Chapter and your advice to and camaraderie with me personally. It's been my pleasure to work with you.

As my close here, I'll mention the early lineup for next year's FPACT calendar so you can SAVE THE DATES:

• Morning Education Meeting on Tuesday, February 25
• State Conference on Wednesday, April 23

4 Sessions with 3 CFP® Credits

Registration begins at 7:45

Join us on 11/14 for 2024's final Big Three Event! In the morning's AES, we present four Sessions with breakfast. At the Annual Lunch, our Officers & Committee Chairs will give updates on the Chapter's activities.

Il Palio is one of Fairfield County's premier Italian restaurants and the two venues are separated by a four-minute walk. We're offering an open bar with spirits, wine & beer.

To register for both the AES & Annual Lunch, Select BOTH, whether FPA Member, Not FPA Member, or Sponsor. You can also choose one or the other with either ONLY option.

Price:

For FPA Member: BOTH at $60, Each ONLY at $30

For Not FPA Member: BOTH at $90, Each ONLY at $45

SECRETS OF SUCCESS VIRTUAL ADVISOR ROUNDTABLES

Join us for our Virtual Advisor Roundtables to discuss with peers how to enhance success as a financial advisor. Participants and Moderator Chuck Failla decide each session’s topics. Past SOSs have covered technology, compliance, practice development, human resources, business models, fee trends, and more. Don’t miss these opportunities to stay at the forefront of the ever-evolving financial-advisory landscape!



Open ONLY to financial advisors.

Tuesday, December 10, Noon to 1

HOLIDAY PARTY

Tuesday, December 10, 5:15 to 8

Haven Beer Company, 2323 Whitney Avenue, Hamden

We're planning a casual party at the Haven Beer Company brewery to celebrate the season! Sirloin & salmon and open bar with spirits, wine and Haven beers, of course.

Come to the Board Meeting at 4. Get involved in your Chapter's activities.

Registration: $30 for FPA Member; $45 for Not FPA Member

EVENT QUICK LOOKUP

Advisor Education Symposium with Lunch at Il Palio

Thursday, November 14

Enterprise Corporate Park, 3 Corporate Drive, Shelton, 8:00 to 12:15

Il Palio, 5 Corporate Drive, Shelton, 12:15 to 2

4 Sessions & 3 CFP® CE Credits, with breakfast & lunch

REGISTER NOW!

Secrets of Success Virtual Advisor Roundtable

Tuesday, December 10, Noon to 1

REGISTER NOW!

Holiday Party

Tuesday, December 10, 5:15 to 8

Haven Beer Company, 2323 Whitney Avenue, Hamden

REGISTER NOW!

Morning Education Meeting

Tuesday, February 25, 8:30 to 11

Sheraton Hartford South Hotel, 100 Capital Boulevard, Rocky Hill

SAVE THE DATE!

2025 State Conference

Wednesday, April 23

Aqua Turf Club, 556 Mulberry Street, Plantsville

SAVE THE DATE!

Always check fpact.org for further information and registration!

DISCOUNTS WITH FPA MEMBERSHIP

Did you know that with your FPA membership comes some great discounts exclusive to Members on products and services for marketing, fintech, education, compliance, insurance, and more? Check them out here:

https://www.financialplanningassociation.org/practice-support/marketplace.

THANKS TO OUR PLATINUM & GOLD SPONSORS!

Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning. As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy and networking.