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Personal Financial Planning Group
of Fairfield
Easton Public Library, Easton
8:30 - 10:30 a.m. CPE Credits: 2
Reserve your place at
www.ctcpas.org/membermeetings.
Questions?
Contact Membership Activities Coordinator Phyllis Roche
phyllisr@ctcpas.org 860-258-0216.
>> Members-Only
Meetings
Get some expert advice from members of the Technology
Committee in a fun, relaxed atmosphere. No registration
necessary. Members purchase their own breakfasts.
Thursday, November 21, 2013
New location!
Cristy's Luncheonette
1261 Boston Post Rd., Westbrook, CT 8:00 a.m.
Thursday, December 19, 2013
Riverdale Diner, Shelton 8:00 a.m.
Thursday, January 16, 2014
New York Pickle Deli, Rocky Hill 8:00 a.m.
Technology
Breakfast Roundtables
CPE credit not available.
The Friday Focus for
Members in Industry
CTCPA Education Center, Rocky Hill
8:30 - 10:30 a.m. CPE Credits: 2
Don't Leave Probate to Chance:
The Importance of Understanding Probate
in Your Client's Overall Financial Plan
Thursday, December 19, 2013
Speaker: Julie Jason, J.D., Chief Investment Officer,
Jackson, Grant Investment Advisers
Easton CONNection
Easton Public Library, Easton
8:30 - 10:30 a.m. CPE Credits: 2
Rocky Hill CONNection
CTCPA Education Center, Rocky Hill
8:30 - 10:30 a.m. CPE Credits: 2
Torrington CONNection
Northwest Connecticut Chamber of
Commerce, Torrington
8:30 - 10:30 a.m. CPE Credits: 2
Preparing Your Business for the Unexpected
Friday, November 15, 2013
Speaker: David H. Pilon, CPA, CFA,
Director of Business Development, Bouvier Insurance
Individual Income Tax Update
New date!
Friday, December 20, 2013
Speaker: John L. Evanich Jr., CPA
Connecticut Estate Tax Update
Friday, November 22, 2013
Speaker: John J. Palmeri, CPA, LL.M.,
Owner, John J. Palmeri, Attorney at Law
When Need-Based Financial Aid for College Isn't Enough
Wednesday, November 20, 2013
Speaker: John F. Pearson, CPA, CASL, CIC,
Barnum Financial Group, an Office of MetLife
When Need-Based Financial Aid for College Isn't Enough
Thursday, November 21, 2013
Speaker: John F. Pearson, CPA, CASL, CIC,
Barnum Financial Group, an Office of MetLife
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www.ctcpas.org