Society of Financial Service Professionals - Connecticut Chapter

Society of Financial Service Professionals - Connecticut Chapter Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Society of Financial Service Professionals - Connecticut Chapter, Financial service, Hartford, CT.

The Society of Financial Service Professionals Connecticut Chapter is dedicated to setting and promoting standards of excellence for credentialed professionals in financial services.

Join us for this exciting kick-off meeting of our new combined organization!  See details below and register today!
02/15/2024

Join us for this exciting kick-off meeting of our new combined organization! See details below and register today!

Need LRE CT Insurance credits? Join us for this online webinar  Thursday, September 14th for our monthly educational eve...
09/12/2023

Need LRE CT Insurance credits? Join us for this online webinar Thursday, September 14th for our monthly educational event from 8:30 a.m. to 11:30 a.m. The first hour will be presenting practical application of Confidentiality, Integrity and Diligence standards. The next two hours will be utilizing a case study to demonstrate possible solutions to mitigate affect on business due to loss of a key employee due to disability. Receive 1 LRE credit and 2 general credits. Click the link below for further details and registration.

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It is with a heavy heart that we announce the passing of long time member, David Gillette.  David has been a member of t...
09/09/2022

It is with a heavy heart that we announce the passing of long time member, David Gillette. David has been a member of the FSP for 45 years, supporting the chapter throughout including as President 2009-2010. David had a servant's heart as you will plainly recognize by reading this tribute. Please join us in offering condolences to David's wife, Ruth and family.

View David A. Gillette's obituary, send flowers and sign the guestbook.

12/31/2021

We wish you a healthy and prosperous 2022!

The FSP of Connecticut is proud to announce our own Elvin Turner has been honored with the Ken Black Leadership Award!El...
06/29/2021

The FSP of Connecticut is proud to announce our own Elvin Turner has been honored with the Ken Black Leadership Award!

Elvin D. Turner, JD, MBA, is the 2020 recipient of the prestigious Kenneth Black Jr. Leadership Award presented by the Society of Financial Service Professionals (FSP). The award, named in recognition of the 1959-2001 editor of the Journal of Financial Service Professionals, is presented annually to an individual who embodies FSP’s core values of relationships, education, and ethics and demonstrates exemplary leadership qualities.

Turner, who served as FSP’s 91st and first Black president in 2018-19, heads up Turner Consulting LLC, in Bloomfield, CT, an entrepreneurial practice that seeks to empower financial advisors to build trusting relationships with their clients. Turner is also founder and president of Take Charge Total Wellness, a nonprofit entity designed to provide quality advice on health, personal finance, and retirement planning to underserved communities.
In announcing the award at ceremonies held both virtually and in person at the Apostolic Fellowship Church in Bloomfield, CT, FSP president, Mike McGlothlin, cited Turner’s compassionate, progressive, and inspirational leadership. McGlothlin stated that, “Mr. Turner used his impressive leadership qualities to help FSP think differently and focus on how our 90-year-old organization could do more to give back.”

In further supporting Turner’s selection for this award, McGlothlin stated, “Elvin Turner’s altruistic heart inspired the creation of the Achieving Financial Security outreach initiative. With this pro bono project, Elvin connected the expertise of FSP’s multidisciplinary financial practitioners with underserved communities to enhance financial literacy—competently and ethically.

Also speaking in recognition of Turner was Bishop Michael Geddis, pastor of the Apostolic Fellowship Church. Bishop Geddis shared his personal reflections on Turner, noting that Elvin is man of wisdom and integrity, a bastion of strength with a big heart for helping people. “To render service is his greatest joy,” stated Geddis.

“If he can help you, he will help. He equips you to be successful.”

In congratulating Turner on this honor, Society of FSP CEO David M. Maola, remarked, “Elvin’s patient strategic thinking and inspirational leadership have been critical to furthering the Society of FSP’s core values of education, ethics, and relationships. We are grateful for this opportunity to recognize and celebrate his service.”

Exciting news!  Dr. Michael Finke, award winning researcher, speaker and Wealth Management expert, is our featured speak...
06/07/2021

Exciting news! Dr. Michael Finke, award winning researcher, speaker and Wealth Management expert, is our featured speaker Thursday June 17th at 9:00 a.m.!!! You do NOT want to miss out on hearing what this nationally recognized though leader has to share! This presentation will discuss what it means to take risk with an investment portfolio in retirement, how high prices for bonds and stocks will impact withdrawal rate projection, and the actual risk of health care expenses. Take away strategies to deal with a new retirement reality including a discussion of guaranteed income strategies. Click here to register TODAY!!! http://fsphartford.org/net/frmEveReport.aspx?ID=49
For Financial Service Professionals.

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Happy Spring Everyone!!!!  Please follow the link below to register today for our upcoming educational event this Thursd...
04/20/2021

Happy Spring Everyone!!!! Please follow the link below to register today for our upcoming educational event this Thursday, April 22nd and learn the ins and outs regarding the use of ESOP's. as a liquidity and diversification strategy. This event is being sponsored by CSG Partners, leading ESOP Advisors.

Event Calendar searches and views current and past events. Financial Service Professionals, Hartford Chapter

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Hartford, CT

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