Dinner, Networking & Panel Discussion
Join us on September 10, 2025, Capital Grille
Joint Event with CFA Society Hartford & CTCPA
What Lies Ahead for U.S. Federal Taxes and What Are the Investment Implications?
Panel Moderator | Benjamin M. Lavine, CFA, CAIA, RICP, Chief Investment Strategist, Freedom Advisors.
Panelist | Richard J. Polsinello, Jr., CIMA, Senior Market Strategist, Franklin Templeton Institute
Panelist | Reed Lloyd, CRC, CRPS, Assistant Vice President, Pacific Life Insurance Company
Panelist | Brenden Healy, CPA, Partner-in-Charge, Tax,Whittlesey
COST | Includes Dinner (Salad, Entrée, Sides, and Dessert)
CFA Society Hartford & CTCPA Members | Guest | Candidates & Students
Current CFA Society Hartford & CTCPA members and their guest attend for $35.00.
Non-Members $55.00
SCHEDULE
5:30PM | Networking
6:30 PM | Dinner
6:45 PM | Panel Discussion
DINNER ENTRÉE
Filet Mignon 10 oz
Seared Citrus Glazed Salmon with Marcona Almonds and Brown Butter
Dry Aged Bone-In Strip 18 oz
Roasted Chicken Breast with Mushrooms and Parmesan Risotto
Vegan/Dairy-Free/Vegetarian Option
ACCOMPANIMENTS FOR THE TABLE
Sam’s Mashed Potatoes & Grilled Asparagus with Lemon Mosto
DESSERT
Flourless Chocolate Espresso Cake
CE CREDITS
1 CE Credit awarded for CFA Society Hartford and CTCPA members