FPA of Connecticut is committed to leading the financial planning profession by:

  • Empowering and supporting its members,
  • Educating the public, and
  • Bringing an informed and powerful voice to the legislative and regulatory process.

Mission Statement

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.

 

 

Chapter "Big Three" Events

Mark your calendars

April President's Letter

Click here to read

Thursday, June 13, 2024 Webinar Taxes Transfers & Tea Leaves 12:00-1pm

Join FPA New England for this multi chapter webinar featuring Leslie Geller, Senior Vice President and Wealth Strategist at Capital Group | American Funds for Policy and Planning: Preparing Your HNW Clients for Uncertainty by Taking Action.
Click here to register

Tuesday, July 23, 2024 Golf Tournament at Tunxis Country Club, Farmington

All are welcome at FPACT’s Golf Scramble Tournament powered by FPACT NexGen. Shotgun Start at 9 followed by Awards Lunch. Come early for the Practice Range.
Register Here!

Advisor Education Symposium

Thursday, September 12, at New Haven Country Club, 160 Hartford Turnpike, Hamden, CT. 3 sessions, with breakfast from 8 to 12:15

Advisor Education Symposium

Thursday, November 14, at Enterprise Corporate Park, Shelton, CT. 3 sessions, with lunch from 1:30 to 5, lunch at 12:45, followed by Annual Dinner at Il Palio, 5 Corporate Drive, Shelton

2025 State Conference

Wednesday, April 23rd, 2025, at Aqua Turf Club, 556 Mulberry Street, Plantsville, CT. Join us for FPACT's 41th annual State Conference, the premier event in Connecticut for CFP® professionals and others engaged in financial planning!!

Regional Events

In Hartford County: Board Meeting, Museum Tour, Happy Hour & Dinner

Wednesday, August 21, at Hill-Stead Museum, 35 Mountain Road, Farmington. Your Board will meet nearby before for its annual Strategy Session! Tour the historic home & gardens at 4, Happy Hour at 5, Dinner from 6:15 to 8

In Fairfield County: Morning Education Meeting

Date in October TBD. 2 sessions, with breakfast. 2.5 CFP® CE Credits (approval expected). 8:30 to 11:30

In Fairfield County: Annual Dinner

Thursday, November 14, at Il Palio, 5 Corporate Drive, Shelton. Come to the Symposium then join us for drinks & dinner. 5:15 to 8, after Advisor Education Symposium

In Hartford or New Haven County: Holiday Party

Date in December and Venue TBD. Join us for an early celebration of the holiday season over drinks & dinner. Come to the Board meeting at 4. Get involved in our Chapter's activities. 5:15 to 8

Secrets of Success Virtual Advisor Roundtables

Tuesday, September 10, 2024, Noon to 1

Register Here

Tuesday, December 10, 2024, Noon to 1

Register Here

Board of Directors

2024 Platinum Sponsors

2024 Gold Sponsors

2024 Silver Sponsors

2024 BronzePlus Sponsors