Financial Planning Association of Rhode Island

Proclamation
Governor Donald L. Carcieri declares the Week of October 1st to October 7th to be Financial Planning Week.
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2008 Member Events PDF Print E-mail

 

Date
Topic
Speaker
Sponsor
Outline
January 17 Joint Meeting - Tax Update Pat Thompson, CPA Bank of America  
February 12 LTC Insurance Ray Paola / BSMG Speaker
March 11 Reverse Mortgages Bill White / Ocean State Reverse Financing Speaker
April 8 Ethics  Dan Candura / Candura Group Corrigan & Strategic Point
May 13 Special Needs Planning MetDesk MetLife  
June 10 Hospice Services/ End of Life Issues  HealthCare Odyssey   
July 8 College Planning Dave DeBlois / College Planning Center Speaker  
August 12 Estate Planning Bob Petix, Esq. / Hinckley Allen Snyder Rockland Trust 
September 9 Annuities Mark McManus / Oceanstate Financial Speaker?  
October 14 Planning with Life Insurance Jim Farrell / Arlen Corporation   Word
November 11 IRA Beneficiary Strategies Eric Fishel / Oppenheimer Funds  Speaker  
December 9 Annual Holiday / Election of Officers    
 

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

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