New Charterholder Ceremony and Reception

When:  Feb 29, 2024 from 04:00 PM to 06:00 PM (ET)
Associated with  CFA Society Hartford
New CFA Charterholder Ceremony & Reception
Join us on February 29, 2024.
On behalf of the CFA Society Hartford, we are pleased to congratulate and welcome the new charterholders of the Chartered Financial Analyst® designation. Becoming a CFA® charterholder represents a truly significant achievement in professional development and a commitment to lifelong learning.
John Diehl, CFP®, CLU®, ChFC®
Senior Vice President
Applied Insights

The Most Impactful Investment You’ll Ever Make

For over 20 years, John’s research efforts in partnership with the AgeLab at the Massachusetts Institute of Technology have revealed that societal shifts are shaking traditional assumptions about how we work, who we trust, what role technology will play in our future and the expectations for trust and service across many industries.  How will we differentiate ourselves and our companies in a future that will attempt to commoditize what we believe the core value of our profession.  In this presentation, John will share his views, developed in cooperation with the researchers at the AgeLab about the future of advice and how creating lasting impact will be depend on making investments in your most valuable asset – yourself!

New CFA Charterholder Ceremony Guest Speaker 4:00 PM
Charter Presentation 4:30 PM
Networking from 5:00-6:00 PM

FORECAST DINNER immediately following Ceremony
Dinner served at 6:30 PM
Dinner is a filet and chicken meal. Vegan meals available upon request.
Introductions & Keynote speaker 6:45-8:00 PM


Connecticut Convention Center
100 Columbus Blvd
Hartford, CT 06103
Event Image


Rebecca Taylor
[email protected]