February - Roth Conversions
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Oppenheimer Funds, along with a panel featuring our own David Matarese CPA/PFS, CFP®, Richard J. Petrucci Jr., D, CPA, and Robert J. Sclama, CPA, CFP® will be doing a presentation on Roth Conversions.
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Event Details All programs are held at Chelos in Warwick and 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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oppenheimer
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