FARMINGTON, Connecticut — Connecticut Wealth Management (CTWM) recently hosted multiple training sessions as part of its wealth management cohort in partnership with the University of Connecticut (UConn) School of Business.
With more than 200 students, the cohort reflects growing interest in financial planning and a shared effort to build a dedicated academic track within the university. Together, CTWM and the UConn School of Business are working to connect academic concepts with practical application, helping students gain exposure to the wealth management field and the responsibilities of an advisor.
The most recent session welcomed 31 students for an interactive discussion focused on how the planning process helps individuals think through financial decisions aligned with their long-term goals. Led by CTWM advisors Patrick Sullivan and Sam DeBono, the session introduced the firm’s approach and demonstrated how technology, such as eMoney, supports a structured and adaptable planning process.
Students were actively engaged throughout the session, asking thoughtful questions and offering suggestions to refine a sample scenario. The discussion highlighted the importance of understanding individual client circumstances, evaluating trade-offs, and adjusting plans over time as needs evolve.
“Financial planning is about helping individuals understand their options and evaluate decisions in the context of their goals,” said Kevin Leahy, President & CEO of CTWM. “This cohort gives students the opportunity to see how that process comes to life in practice. We’re proud to support a program that is building momentum and creating a more defined pathway into the profession.”
CTWM remains committed to supporting the development of future professionals and contributing to the continued growth of financial planning education.
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About Connecticut Wealth Management
Connecticut Wealth Management, LLC is a registered investment advisor that believes in creating genuine partnerships, building trust and understanding with clients in order to provide unbiased financial planning and asset management to individuals across Connecticut and nationwide. Connecticut Wealth Management takes pride in employing an independent business model that aligns our interests with those of our clients, and engages in a collaborative, team approach to creating empowering wealth management strategies and solutions. For more information about Connecticut Wealth Management, visit www.CTWealthMgmt.com.