Join CFA Society Hartford for an evening built for real conversation, not another panel discussion.We're pairing a substantive, small-group roundtable with a genuine social hour, giving both the depth and the connection room to breathe. The first half puts attendees seated directly with private wealth advisors (no stage, no panel) for a moderated discussion on the issues shaping client relationships right now: navigating client anxiety amid market volatility, estate planning ahead of shifting tax policy, and working with next-gen and inheriting clients. Have a question you want addressed? Add it when you register, and we'll work it into the discussion. Then the evening shifts gears. Fresh drinks and apps come out for an open social built around a Client Persona mixer: each attendee gets a name tag paired with a quirky fictional client (think "Just inherited $2M and terrified of it" or "Retiring in 6 months, wants to buy a vineyard"). Circulate, meet other advisors, and find the "client" you'd most want to work with, or trade notes on how you'd handle them.Come for the insight. Stay for the conversation.VIEW FULL SCHEDULE Location: New Park Brewing – Barrel Room, West HartfordHeavy appetizers & refreshments included
CE Credits1 CE Credit awarded for CFA Society Hartford members.
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