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Hosted by FSP Hartford

“The Team Approach”: Helping Clients Address Personal and Family Financial Concerns

 
FSP Hartford is committed to a membership with high ethical standards and advanced education uniquely qualifying them to assist families, business owners and professionals in achieving their financial goals.  
 
We typically offer 9 programs through our fiscal year of July 1 - June 30th.   Programs may carry CFP and CT State Insurance credits (see approved CE below).
 
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If you are paying by check, you may use the Pay Now button and provide us with more information for your badge and then indicate you are paying by check. Or,  you may use the registration options at the bottom of this page.

Thursday, October 10, 2019
8:15 AM - 11:30 AM

Location

Sheraton Rocky Hill
100 Capital Boulevard
Rocky Hill   CT   06067
 
Map for Location



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Member Fee

Guest Fee

Agenda

 


George Baker
Baker Estate Planning Law, LLC

Jacqueline A. Baldwin, CLTC
B & L Financial Architects

Kevin E. Baldwin, CLU, ChFC, CAP
B & L Financial Architects

Oct 10 2019 8:30AM


“The Team Approach”: Helping Clients Address Personal and Family Financial Concerns


To remain relevant in today’s family and financial planning environment today’s financial professional advisors must maintain an awareness of the impact of tax and legal environment issues that can impact planning solutions and maintain the viability of the products and services they offer their clients. It is important to maintain a broad view of each client’s financial and personal planning needs and be open to coordinating planning efforts with the other advisors in a client’s financial life, among them: the attorney, the accountant, the trust officer the investment advisor and product specialists.
Join our panel of professional advisors as we address the family and financial concerns facing “our “clients, The Horndeckers.

The objective of today’s session is to demonstrate how the various professional disciplines look at a client’s family and financial profile individually, as well as a developing thought on coordinated solutions. A case study and panel discussion will be employed as the method of review and discussion.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®CT INs
Oct 10, 2019 “The Team Approach”: Helping Clients Address Personal and Family Financial Concerns George Baker Brenden Healy, MST, CPA Jacqueline A. Baldwin, CLTC Kevin E. Baldwin, CLU, ChFC, CAP 8:30 A info info



Registration Fee
Member
$39.00
 
Non-Member
$59.00