Events
2026 FPACT State Conference
On April 22, Partners Erin Nicholls and Michael Clear will present at the 42nd Financial Planning Association of Connecticut (FPACT) State Conference titled Trust Marketing: Practical Insights Beyond the Hype. Erin and Michael will break down common ways trusts are marketed to clients, separating thoughtful planning strategies from trendy or overstated approaches. Through real‑world examples and plain‑spoken commentary, they will explore when sophisticated structures add real value and when a Non-Grantor Incomplete Gift South Dakota Dynasty Trust may simply be too much.
About the Financial Planning Association (FPA)
Financial Planning Association® is the leading membership organization in the US for CERTIFIED FINANCIAL PLANNER™ professionals and others engaged in financial planning. As the Chapter for our state, FPA of Connecticut is committed to meeting the national organization’s promise of professional fulfillment through practice support, learning, advocacy and networking.
To learn more about this event and to register, click here.
