RI Professional Day

The 2017 RI Professional Day, a collaborative event organized by Rhode Island organizations: Financial Planning Association, Society of Financial Service Professionals and National Association of Insurance & Financial Advisors, will be the opportunity to network and learn about topical and timely subject matter to enhance knowledge.

• 2017 Global Markets Update & Outlook by Kent Gladding, CPA & Peter Phillips, CFA, CAIA and sponsored by Washington Trust Wealth Management
• 2017 Tax Update by Greg Porcarao, CPA/ABV, MST, CFF and sponsored by Otrando, Porcaro & Associates
• Charitable Gift Planning Basics by Kate Kishfy and sponsored by Corrigan Financial
• Business Valuation by John Barrett, Jr., CPA and sponsored by Barrett Valuation Services, Inc.
• Annuity Update & Commentary by Robert Cantin, AAMS and sponsored by Brokers' Service Marketing Group
• Define Benefit & Cash Balance Plans - A to X-spouse by Jeffrye Brown, JD, LLM, QPA, ERPA & Grant Brown, CPC, TGPC, ERPA, CFP and sponsored Compensation Planning
• Economic Financial Market Outlook by Jeff Mortimer and sponsored by BNY Wealth Management
• College Planning by Charles Kelley, CPA, CFA and sponsored by RI Loan Authority
• Professional Liability by James Keidel, JD & Christopher Weldon, JD and sponsored New England Association Services
• Estate Planning Under a Trump Administration: Alternate Facts & Alternate Taxes by John Harpootian, JD and sponsored by Paster Harpootian Counsellors at Law
• The New Audit Landscape for Partnerships & LLCs by Michael Duffy, JD & Kim McCarthy, JD and sponsored by Partridge Snow & Hahn, LLP

Registration of $65 includes continental Breakfast, Lunch, Reception and admission to selected programs. Earn up to 6 Hours of CE (check www.riprofessionalday.com for specifics).

Register now!