| |
HARTFORD CHAPTER
|
Calendar |
Members, login to receive member pricing
| 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
Check back at a later date for details.
Close window
|
|
|
|
|