Date
Topic
Speaker
Sponsor
January 12 Annual Tax Update Pat Thompson, CPA, PFS, MST StrategicPoint
February 9
Roth Conversions
Oppenheimer & Panel

March 9
Medicaid Planning Paul Brule
April 13
CFP Ethics
Dan Candura

May 11
Retirement Plan Update Paul Merlino
June 8
Long Term Care Partnership Training Ray Paola Broker Service Market
July 13
Charitable Giving Rhode Island Foundation
August 10 Social Security Schwab
September 14
Value Investing DFA
October 5
Insurance: Hybrids & Combined Jason Lea Broker Service
November 9
December 14
Holiday Breakfast
 
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