Events

2024 FPA of Connecticut State Conference
On April 24th, Partners Michael Clear and Erin Nicholls will be speakers at the Financial Planning Association of Connecticut (FPA) State Conference. They will be presenting on trust design and management which is a topic that will cover the various types of trusts, jurisdictional considerations, the practical implications of distribution terms, and best practices for trustees.
For more information and to register for this event, click here.