| Date | Topic | Speaker | Sponsor | Outline | | January 13 | Annual Tax Update | Pat Thompson, CPA |
| | | February 10 | TIPS, Emerging Markets, Real Estate | Dan Haley / Allianz
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| | | March 10 | Mortgages | Coastway
| | | | April 8 | Ethics
| Herb Daroff, JD, CFP®
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| | | May 12 | Insurance / EstatePlanning | Broker Service Marketing Group
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| | | June 9 | | | | | | July 13 | |
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| | | August 11 | |
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| | | September 8 |
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| | | October 13 | |
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| | November 10 | | | | | | December 8 |
| | | | All programs run from 8:30 to 10:30 a.m. except for “Buffet Breakfast Meetings” which will commence with the breakfast buffet being served promptly at 8:00 a.m. All programs listed are for 2 CE credits and meet the requirements for the CFP® board of standards and most will meet the criteria for Rhode Island state insurance credits. To register for an event, please complete the appropriate application (Non-Members) (all CE programs)and mail with your check to: Financial Planning Association of Rhode Island
PMB 271
1643 Warwick ave
Warwick RI 02889 Please Email
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for more information.
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