NAIFA Rhode Island

RI Professional Day

  • Thursday, April 27, 2017
  • 8:30 AM - 5:00 PM
  • Crowne Plaza, Warwick, RI

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.

The day is open to ALL professionals and affords the opportunity to secure up to 6 hours of CE and network throughout the day. The day includes Exhibitors as well as Continental Breakfast, Program Breaks, Lunch & Afternoon Reception. Topics this year include:

  • 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 for specifics).

Register now!

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977


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