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.
Stay Current
President's Message
A message from Christopher M. Lee, CFP®, CPWA®, FPA of Connecticut Chapter President.
Upcoming Events
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Chapter Events
Friday, February 20, 8:00 AM - 10:20 AM Morning Education Meeting at the Sheraton Hartford South Hotel in Rocky Hill
Title XIX Planning in Connecticut: Navigating Medicaid and Long-Term Care Strategies - Rebecca A. Hajosy, Esq., of Hajosy Law LLC & Optimizing Quality of Life for Aging Clients: The Role of Care Management and Dementia Planning” Kathryn J. Freda, MA, CMC
Wednesday, February 25, 2026 at 12:00 PM - 1:00 PM New Member Orientation
Join us for the "Benefits of FPA" virtual New Member Orientation webinar.
Wednesday, April 22, 8:00 AM - 5:30 PM, 2026 State Conference
Join us for FPACT’s 42nd annual State Conference at Aqua Turf Club in Plantsville, CT. Don't miss this premier event in Connecticut for CFP® professionals and others engaged in financial planning!! Includes 6 sessions, with breakfast, lunch & happy hour.
Wednesday, July 22, 2026 8:00 AM - 3:00 PM for a Golf Scramble at Tunxis Country Club in Farmington, CT
Enjoy a full day on the course with 18 holes of golf and an awards lunch included!
Partner Resources
2026 Sponsorship Opportunities
Partner with FPA of Connecticut. Learn about the ways you can support our chapter. We welcome your involvement.