Sponsored by Otrando, Porcaro & Associates, Ltd.

Join us as we navigate the changes to taxes for 2022.

CPE – 1 credit
CFP – Submitted for 1 credit.
CTFA – Submitted for 1 credit

Sponsored by Brokers' Service Marketing Group
CFP CE: Pending

Rhode Island’s Elizabeth Beisel, three-time Olympian and medalist, will be the keynote luncheon speaker at the 2022 RI Professional Day on May 4! Elizabeth will share her unique experiences, perspective, and provide insight to being an Olympic athlete. Just last year she swam from South Kingstown to Block Island to raise awareness and support for cancer. She will bring her Olympic medals and is happy to pose for photos after her session. Don’t miss it!

Sponsored by Paster & Harpootian, Ltd.


More Information coming soon.

CPE – 1 credit
CFP – Submitted for 1 credit
CTFA – Submitted for 1 credit

Sponsored by Jackson National
CFP CE: Pending

Sponsored by Compensation Planning

Join Jeff and Grant as they discuss the most common pitfalls where employer-sponsored retirement plans run into problems, so your clients and prospects aren’t left dealing with potential fines from IRS/DOL.

CPE – 1 credit
CFP – Submitted for 1 credit
CTFA – Submitted for 1 credit

Sponsored by Principal

A disability can be a financial death. Help Professionals and Small Business Owners understand the importance of Income Protection and Business Protection.

CPE – 1 credit
CFP – Submitted for 1 credit
RI Insurance – Submitted for 1 credit
CTFA – Submitted for 1 credit

Sponsored by Washington Trust

Join the subject matter experts at Washington Trust Wealth Management for a paneled discussion that will touch upon:

Planning for non-neurotypical individuals
Planning for individuals with substance abuse issues or chemical dependencies
Protecting your loved ones and creating family harmony with a corporate trustee

Panelists will include
Lauren K. Drury, Esq. Vice President and Chief Fiduciary Officer
Washington Trust Wealth Management

Lynn Gifford Bria, Esq. Vice President, Senior Wealth Advisor and Fiduciary Officer
Washington Trust Wealth Management

CPE – 1 credit
CFP – Submitted for 1 credit
CTFA – Submitted for 1 credit

Sponsored by Allianz

This session will discuss benefit basics, income benefits, when to start benefits, and working in retirement. It will also go over tax implications, spousal and survivor benefits, and Medicare.

CPE – 1 credit
CFP – Submitted for 1 credit
CTFA – Submitted for 1 credit

Sponsored by: Collaborative Divorce Strategies

This session is designed to explain some of the nuances of working with clients who are going through a divorce, and why they need to rely on their Centers of Influence to provide advice and avoid critical errors in the drafting of their divorce settlements. Jane McAuliffe, CDFA and President of Collaborative Divorce Strategies, and Attorney Kerry Rafanelli are co-mediators that provide both financial and legal expertise through the mediation and divorce process.

CPE – 1 credit
CFP – Submitted for 1 credit
CTFA – Submitted for 1 credit

Join us for a drink & hors d'oeuvres after the event!