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Date Event Title Event Type
Sep 24, 2014 The Social Media Black Book: 7 Secrets Advisors Need to Know Sponsored Education Online
Free to Members
  Speaker(s): Ted Jenkin, CFP  
  Summary: Using social media to enhance business marketing
Sponsored by Hello My Name is, LLC
Oct 07, 2014 Charitable Remainder Trusts (CRT): Back to the Future Sponsored Education Online
Free to All Attendees
  Speaker(s): Lawrence Brody, JD,LLM, AEP
Moderator: Richard M. Weber, MBA, CLU, AEP
  Summary: Fourth in a series of four on charitable planning after ATRA
Co-sponsored by the American Cancer Society
Oct 09–
Oct 09, 2014
Complexities In Planning for Modern Families Chapter:
Hartford Chapter FSP
Time: 08:15 AM – 11:30 AM
Location: Crowne Plaza
100 Berlin Rd.
Cromwell CT
  Speaker(s): • Lynne F. Stebbins, JD • Daniel S. Rubin, JD • Mary Ann Mancini, JD • Brian E. Raftery, JD  
  Summary: With the demise of DOMA the modern family is being redefined. Through short "based-on-fact" vignettes this program will focus on three varieties of the traditional marriage: the blended family (both spouses are divorced and each has children from their first marriages as well as having children of their own); the non-US citizen spouse; and the same-sex union couple. The program will highlight the complicated issues these unions create and offer estate planning solutions for today's varied unions between individuals. This is a video training conference for 3 CE’s.  
Oct 15, 2014 Defined Benefit Plans: An Underutilized Planning Tool Audio/Web Conference
  Speaker(s): Mary Read, CPC, QPA  
  Summary: Defined benefit plans as tax-effective planning tools.  
Oct 29, 2014 Building a Practice With a Focus on Income Distribution Sponsored Education Online
Free to Members
  Speaker(s): Zachary S. Parker, MBA, CFP  
  Summary: Building a retirement planning practice
Sponsored by Securities America.
Nov 13–
Nov 13, 2014
What Would You Do? Professional Ethics in Practice, 3 LRE, Ethics CT Insurance, CPE & PACE Chapter:
Hartford Chapter FSP
Time: 08:15 AM – 11:30 AM
Location: Eli's on Whitney
2392 Whitney Ave.
Hamden CT
  Speaker(s): • Bill Murray, CLU, ChFC  
  Summary: Increase your awareness of the ethical issues in the financial services profession and develop a foundation on which to support ethical decision making skills. Better understand the FSP Board Code of Ethics. This interactive classroom environment includes a workshop during which several ethical case studies are presented and analyzed.  
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 03, 2014 TBD Audio/Web Conference
  Summary: Topic - Life Insurance in Pension Plans (details coming soon)  
Dec 11–
Dec 11, 2014
Protecting Your Most Valuable Asset, You! Identity Theft, 3 CE’s Chapter:
Hartford Chapter FSP
Time: 08:15 AM – 11:30 AM
Location: LIMRA
300 Day Hill Rd.
Windsor CT
  Speaker(s): TBD  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic TBD. Details coming soon.  
13 Events Returned
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