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FPACT 2025 State Conference

When: April 23, 2025

at 2:30pm

- 3:25pm

People: Erin D. Nicholls , Michael T. Clear

Location: Aqua Turf Club 556 Mulberry St, Plantsville, CT 06479

On April 23, Partners Erin Nicholls and Michael Clear will present at the 41st Financial Planning Association of Connecticut (FPACT) State Conference titled Case Studies in Estate Planning: Practical Solutions to Common Planning Situations. This session will cover key topics such as asset protection strategies, adjusting irrevocable trusts for changing circumstances, managing grantor trust status, and using life insurance and Irrevocable Life Insurance Trusts (ILITS) to hedge against estate taxes.

About the Financial Planning Association (FPA)

For 25 years, the Financial Planning Association® (FPA) has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is dedicated to helping its members realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.

To learn more about this event and to register, click here.

Related People

Michael T. Clear

Erin D. Nicholls

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