24th Connecticut
FPA Planners Conference 2008
April 23, 2008 at The Aqua Turf Club
in Plantsville, CT DirectionsEARN 7 CEU’S and 4 INSURANCE CREDITS
The Connecticut FPA Planners Conference is for financial planning professionals who want to learn more about providing financial planning services to their clients; practitioners considering adding these services to their practices; and those who want to stay up-to-date with the latest planning issues and strategies. Keynote Speakers
Breakfast Keynote:
Ted Klontz, Ph.D.
CEO of OnSite Workshops
Your Worst Nightmare: Clients Like Me
 Luncheon Keynote:
Jean-Marie Eveillard
First Eagle Funds
Global Value Investing: An Update
Concluding Session Keynote:
Marty Cohen
Cohen & Steers
The Current State of the Real Estate Market
Educational TracksInvestments - ADAPTNG A PRACTICE TO RETIREMENT INCOME PLANNING
- ALTERNATIVE INVESTMENTS
- THE CHINA MIRACLE: STILL VALID?
- THE CLEAN TECHNOLOGY REVOLUTION: CAPTURING THE GLOBAL MEGATREND
Insurance & Estate Planning - ESTATE PLANNING AND LONG TERM CARE ISSUES IN LIGHT OF THE DRA OF 2005
- PROTECTING YOUR CLIENTS AGAINST NATURAL AND OTHER DISASTERS
- ANNUITIZATION - THE ORIGINAL LIFETIME INCOME BENEFIT
- MEDICARE 101
Tax Planning & Practice Management - CHARITABLE GIVING & WEALTH PRESERVATION: USING STRUCTURED PHILANTHROPY TO SUSTAIN FAMILY WEALTH
- WORKING WITH NON-COMPLIANT CLIENTS: WHAT WORKS
- BUSINESS SUCCESSION PLANNING FOR FINANCIAL ADVISORS
- RESPONSIBILITIES AND LIABILITIES OF TRUSTEES
Directions to The Aqua Turf Club
Registration Fees and Options | 
Conference Schedule
