From 11:15 to 4 with lunch followed by Happy Hour
Four sessions, two CFP® CE Credits pending approval
Bonus Hour Starting at 10: Did You Miss Dr. Derek Tharp from Kitces Speaking?
We’ll replay his session from our September AES, How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies.
Join us at our next Advisor Education Symposium for an engaging half-day event that promises to elevate your financial-advisory skills to new heights. Whether you're a seasoned advisor or just starting your journey, our AES is designed to equip you with the latest insights and strategies.
Our lineup of expert speakers is prepared to delve into a wide range of essential topics. With in-depth discussions about effective financial planning strategies, innovative practice-management techniques that can transform your advisory business, and cutting-edge technology trends reshaping our industry – we’ve got it all covered.
Connect with fellow financial advisors and professionals from across Connecticut, share experiences, and take advantage of valuable networking opportunities.
Mark your calendar and secure your spot at the Advisor Education Symposium. Together, we'll explore the dynamic landscape of financial advisory, foster growth, and build a community of advisors committed to excellence. Your expertise is about to reach new heights – we look forward to having you with us!
What’s on the Agenda?
Special Guest: Erick Russell, Treasurer of State of Connecticut on The State of the State’s Finances
On Practice Management...
Successfully Navigating Your Next Regulatory Exam: Achieving Compliance & Managing Risk While Running a Busy Practice
Pathways to Growth: Capital Group’s 2023 Advisor Benchmark Study
What does a successful advisory practice look like today? Capital Group’s 2023 Advisor Benchmark Study sheds more light on what the highest growth advisors do differently and which behaviors and skills prompted their exceptional growth. We invite you to complete a 20-Minute Survey for a personalized business assessment with a comparative analysis of your practice and a tailored development plan with actionable ideas.
On Financial Planning...
SECURE Act 2.0
(1 CFP® CE pending approval)
The Wide World of Mortgages: An Overview of the Variations & Their Uses
(1 CFP® CE pending approval)
Replay at 10: Dr. Derek Tharp from Kitces Speaking on How Real Retirement Spending Patterns Change Traditional Retirement Withdrawal Strategies
This presentation examines how real retirement spending patterns change traditional retirement withdrawal strategies. Specifically, commonly used retirement spending assumptions are compared to actual retirement spending patterns of retirees. This comparison reveals that typical assumptions of constant real spending often overstate retirement spending. As a result, commonly held assumptions may overstate retirement savings need. Accounting for more realistic retirement spending results in higher safe withdrawal rates than prior research has typically indicated. Typical assumptions also fail to account for the potential to make adjustments in retirement that can keep a retirement spending plan on track.
What’s the Cost?
FPACT Member: $55
Member of Another FPA Chapter: $90
Not FPA Member: $120