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Date Event Title Event Type
Jun 05, 2013 Stop Asking for Referrals - and Get More! Audio/Web Conference
  Speaker(s): Stephen Wershing, CFP  
  Summary: New strategies for attracting referrals  
  Section(s): Financial Planning
 
Jun 05–
Jun 05, 2013
Professional Day Chapter:
Hartford Chapter FSP
Time: 08:00 AM – 04:00 PM
Add'l Info: More details online!
Location: The Pond House Cafe
1555 Asylum Avenue
West Hartford CT
  Speaker(s): Resnick, Haran, LIMRA, Affleck, Towers  
  Summary: A great day, offering 6 CT Insurance CE's. Topics include college planning, purchase preferences of GenXGenY, Underwriting, business development strategies, common mistakes leading to legal action, 1035 exchanges, life, annuities and LTC.  
  Section(s): Financial Planning
Investment Management
Retirement Counseling
Risk Management
 
Jun 13, 2013 New Online Tools to Find, Buy, Track, and Report CPE Sponsored Education Online
Free to Members
  Speaker(s): Gene Cherner, CPA  
  Summary: A new member benefit to help you track and manage your CE credits. Sponsored by CE Convergence.  
Jun 26, 2013 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Longevity Considerations. Sponsored by Guardian. Details coming soon.  
Aug 07, 2013 TBD Audio/Web Conference
  Summary: Details Coming Soon  
  Section(s): Retirement Counseling
 
Aug 15–
Aug 16, 2013
The Clinic For Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Sep 10, 2013 TBD Sponsored Education Online
Free to Members
  Summary: Topic: Planning for Foreign Nationals. Sponsored by Transamerica. Details coming soon.  
7 Events Returned
Event Details

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