Financial Planning Association to hold free public seminar on Financial Planning at Fairfield University on November 16


The Fairfield County Council of the Financial Planning Association and Fairfield University will co-host a financial planning seminar from 8 a.m. to 2 p.m. on Saturday, Nov. 16, in the Regina A. Quick Center for the Arts. The seminar is free and open to the public.

The seminar will be broadcast by WINE 940 AM in Brookfield, and listeners will be able to call in with their own financial planning questions. The call-in number is (203) 254-4201.

Certified Financial Planners will tackle seven financial planning topics in lectures that will be held in the Walsh Art Gallery throughout the seminar:

  • How a financial planner can help you...and how to choose the right one
  • 10 questions to ask when choosing a financial planner
  • Planning for long-term health care
  • Planning for the costs of higher education
  • Planning for the stages of retirement
  • How to survive financially after a job loss
  • Coping with death and injury: financial considerations in a time of need

Many people do not realize what they should be doing, when to start and how many different components there are when it comes to financial planning, said Alexander B. Williams, Jr., CFP(TM), president of the FPA Connecticut/Fairfield County Council and an investment advisor representative with Financial Network Investment Corp. "You could start planning for college now even before your child is born," Mr. Williams said.

Mr. Williams will be joined in the seminar by five other Connecticut certified financial planners: David Bue of Affirmative Financial Services in Westport, Thomas J. Casey of AdvisorsOne in Wilton, Gregory T. Cimmino of New England Financial Group in Waterbury, Rameela Patel of Financial Focus in Riverside, and George L. Taylor of Temenos in Farmington.

University College at Fairfield University now offers a certificate program in financial planning. The program is designed for people working in the areas of financial planning, insurance, banking, investments, accounting and law, as well as other professionals interested in learning more about the financial planning process. Students who complete the six courses and earn a letter grade of C or better receive a certificate in financial planning and may sit for the two-day Certified Financial Planners certification examination.

For more information about the event, please contact Mr. Williams at (203) 740-0574 or University College at Fairfield University at (203) 254-4307.

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Media Contact: Nancy Habetz, (203) 254-4000, ext. 2647, nhabetz@fairfield.edu

Posted on November 15, 2002

Vol. 35, No. 110