2026-07-17T13:39:10-04:00 2025-12-31 853268137 HOISL CONSULTING LLC 61 SOUTH MAIN STREET SUITE 200 WEST HARTFORD CT 06107 990EZ 2025-01-01 200995386 FINANCIAL PLANNING ASSOCIATION OF CONNECTICUT INC FINA 5083201685 175 SOUTH END ROAD STE UNIT A2 EAST HAVEN CT 06512 LAURA SUNDQUIST TREASURER 8607211060 2026-07-13 true THOMAS P HOISL CPA CFE P00154391 8603485577 2026-07-13 2025 2025-03-06 01:10:19Z 3687 X X WWW.FPACT.ORG X X 159503 X 136395 18888 4220 159503 47864 88251 136115 23388 75102 -5939 92551 X 75102 94126 75102 94126 1575 75102 92551 X AS A CHAPTER ORGANIZATION OF THE FINANCIAL PLANNING ASSOCIATION, FINANCIAL PLANNING ASSN OF CT IS A MEMBERSHIP ORGANIZATION THAT CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION, WITH THE CERTIFIED FINANCIAL PLANNER ("CFP") DESIGNATION AS ITS CORNERSTONE. THE CHAPTER SEEKS TO FOSTER COMPETENT, COMMITTED AND ETHICAL MEMBERS; PROVIDE EDUCATIONAL OPPORTUNITIES TO ASSIST MEMBERS; BUILD A GROWING MEMBERSHIP WITH A SHARED VISION; AND HELP PEOPLE RECOGNIZE THE VALUE OF THE FINANCIAL PLANNING PROCESS AS A WAY TO ACHIEVE THEIR GOALS AND DREAMS. THE ORGANIZATION HOLDS VARIOUS EDUCATIONAL SEMINARS THROUGHOUT THE YEAR FOR THE BENEFIT OF ITS MEMBERS. THIS INCLUDES A FULL DAY ANNUAL CONFERENCE OFFERING CFP, AND THE OPPORTUNITY TO CONNECT WITH OTHER PARTNER FIRMS PROVIDING SERVICES NEEDED TO SUPPORT A MEMBER'S PRACTICE. IN ADDITION, THE ORGANIZATION PROVIDES HALF-DAY INVESTMENT AND PRACTICE MANAGEMENT CONFERENCES, AND AN ANNUAL ETHICS COURSE. REGULAR MEETINGS ARE HELD TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THESE ARE IN THE FORM OF ROUND TABLE DISCUSSIONS WITH PEERS. AN ANNUAL HOLIDAY GATHERING FOR MEMBERS AND VARIOUS COMMUNITY EVENTS ARE ALSO OFFERED TO THE GENERAL PUBLIC. AN ANNUAL SCHOLARSHIP IS ALSO AWARDED ANNUALLY FOR COLLEGE BOUND HIGH SCHOOL SENIORS. N/A SALIM PIERRE BOUTAGY CFP CPWA CHAIRMAN 000.00 0 LAURA SUNDQUIST TREASURER 000.00 0 CHRISTOPHER LEE CFP PRESIDENT 000.00 0 ANN MARIE OCONE CFP SECRETARY 000.00 0 false false false false false false false false LAURA SUNDQUIST 433 SOUTH MAIN ST STE 323 WEST HARTFORD CT 06110 8606580443 false false false false false false false false FORM 990-EZ, PART I, LINE 16 EXPENSES OFFICE EXPENSES 8,338 SPEAKER EXPENSES 18,789 INFORMATION TECHNOLOGY 2,466 PUBLIC RELATIONS 5,231 PROGRAM EXPENSES 53,325 REIMBURSEMENTS 102 TOTAL 88,251 FORM 990-EZ, PART I, LINE 20 PAYMENT OF DEFERRED SPONSORSHIP-2024 -5,939 FORM 990-EZ, PART II, LINE 26 DEFERRED REVENUE 0 1,575 FORM 990-EZ, PART III AS A CHAPTER ORGANIZATION OF THE FINANCIAL PLANNING ASSOCIATION, FINANCIAL PLANNING ASSN OF CT IS A MEMBERSHIP ORGANIZATION THAT CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION, WITH THE CERTIFIED FINANCIAL PLANNER ("CFP") DESIGNATION AS ITS CORNERSTONE. THE CHAPTER SEEKS TO FOSTER COMPETENT, COMMITTED AND ETHICAL MEMBERS; PROVIDE EDUCATIONAL OPPORTUNITIES TO ASSIST MEMBERS; BUILD A GROWING MEMBERSHIP WITH A SHARED VISION; AND HELP PEOPLE RECOGNIZE THE VALUE OF THE FINANCIAL PLANNING PROCESS AS A WAY TO ACHIEVE THEIR GOALS AND DREAMS. FORM 990-EZ, PART III, LINE 28 THE ORGANIZATION HOLDS VARIOUS EDUCATIONAL SEMINARS THROUGHOUT THE YEAR FOR THE BENEFIT OF ITS MEMBERS. THIS INCLUDES A FULL DAY ANNUAL CONFERENCE OFFERING CFP, AND THE OPPORTUNITY TO CONNECT WITH OTHER PARTNER FIRMS PROVIDING SERVICES NEEDED TO SUPPORT A MEMBER'S PRACTICE. IN ADDITION, THE ORGANIZATION PROVIDES HALF-DAY INVESTMENT AND PRACTICE MANAGEMENT CONFERENCES, AND AN ANNUAL ETHICS COURSE. REGULAR MEETINGS ARE HELD TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THESE ARE IN THE FORM OF ROUND TABLE DISCUSSIONS WITH PEERS. AN ANNUAL HOLIDAY GATHERING FOR MEMBERS AND VARIOUS COMMUNITY EVENTS ARE ALSO OFFERED TO THE GENERAL PUBLIC. AN ANNUAL SCHOLARSHIP IS ALSO AWARDED ANNUALLY FOR COLLEGE BOUND HIGH SCHOOL SENIORS. FORM 990-EZ, PART III, LINE 31 N/A