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advocacy community education
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eserve your place today!
Thursday, August 18, 2011
"The Probate Process: What's New, What's Not"
Speaker: Julie Jason, President,
Jackson, Grant Investment Advisors
The probate court system underwent a major restructuring
a few years ago. In this program, we'll review what has
changed and what has not, including 2010 Connecticut leg-
islation affecting the probate process and the 2011 changes
to the Connecticut estate tax.
Thursday, October 27, 2011
"The Search for Yield"
Speakers Panel:
Jenna Suleman, Vice President, Financial Advisor,
Morgan Stanley Smith Barney;
Keith Ward, Senior Vice President, Financial Advisor,
Morgan Stanley Smith Barney;
James Hawley, Regional Vice President, Nationwide Financial;
Kevin Dunphy, Regional Manager, Lord Abbett;
Keith Thompson, Vice President, Miller Howard;
and a representative from Spectrum Asset Management.
This panel discussion explores a variety of income invest-
ments for investors and retirees. The panel includes indi-
viduals with expertise from a variety of asset classes (i.e.
preferred stocks and bonds, master limited partnerships,
utilities, dividend stocks, annuities, and taxable and tax-
free bonds).
Location:
Easton Public Library, Easton
Register:
Visit www.cscpa.org/fairfieldpfp or
contact Phyllis Roche at phyllisr@cscpa.org.
Cost:
Free. Open only to CSCPA members in good standing.
Program:
8:30 a.m. to 10:30 a.m.
CPE Credit:
2 hours
Fairfield Personal Financial Planning Group
Wednesday, September 7, 2011
"Assessment Practices in Connecticut"
Speakers: Laura A. Bellotti, Attorney, Pullman & Comley, LLC
and Greg Servodidio, Attorney, Pullman & Comley, LLC
Connecticut property owners and businesses pay some of
the highest real and personal property taxes in the nation. It
is no wonder property tax reform and assessment practices
are a constant topic of conversation. This program will be a
discussion of the assessment process, challenging real and
personal property values in excess of market values, person-
al property audits, and recent legislative developments and
court decisions impacting established assessment practices.
Wednesday, November 9, 2011
"The Probate Process: What's New, What's Not"
Speaker: Julie Jason, President,
Jackson, Grant Investment Advisors
The probate court system underwent a major restructuring
a few years ago. In this program, we'll review what has
changed and what has not, including 2010 Connecticut leg-
islation affecting the probate process and the 2011 changes
to the Connecticut estate tax.
Location:
Northwestern Connecticut Chamber of Commerce, Torrington
Register:
Visit www.cscpa.org/torringtonconnection or
contact Phyllis Roche at phyllisr@cscpa.org.
Cost:
Free. Open only to CSCPA members in good standing.
Program:
8:30 a.m.
to 10:30 a.m.
Please note the new start time!
CPE Credit:
2 hours
The Torrington CONNection