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Event Details
Rhode Island Professional Day is Rhode Island's largest gathering of financial professionals for a day of networking, continuing education and connecting with important industry vendors.
Registration opens at 8:30.
Parking: Free parking is available on site. Please park to the left of the Crown Plaza and enter through the ballroom entrance.
Your schedule will be printed on the back of your badge and in order to get CE for the specific class, you will need to be electronically checked in by a staff member. If you are looking for CTFA credits then you will have to attend a minimum of 5 classes.
The Wifi Network is:
IHG ONE REWARDS
Access Code:
WRWRI
Crowne Plaza Providence-Warwick
801 Greenwich Ave
Warwick, Rhode Island
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Agenda
- Grand Ballroom - Salon III-V (Draft)
- 9:00 AM - 9:50 AMRI State Police: Crime Unit Presentation
- 9:50 AM - 10:10 AMExhibitor Break
- 12:10 PM - 1:30 PMLunch & Guest SpeakerHow to Make Your Pitch Deck Bulletproof
Master seven elements to turn your generic slides into an effective piece of marketing.
• I share key design & layout secrets that will you make you stand out and impossible to turn down.
• We’ll work through how to state the problem, the stakes, and your solution in a way that makes you stand apart from everyone else and streamlines your key message.
Laura Sorensen
Multimedia Brand Developer at Atelier LKS
- 1:30 PM - 1:50 PMExhibitor Break
- 1:50 PM - 2:40 PMGeneral Session: Tax UpdateSponsored by Otrando, Porcaro & Associates, Ltd.
Join us as we navigate the changes to taxes for 2023.
Submitted for CPE, CFP, CTFA Credits.
Gregory Porcaro
Principal / President at Otrando Porcaro & Associates, LTD
- 2:40 PM - 3:00 PMExhibitor Break
- 3:00 PM - 3:50 PMEstate PlanningSponsored by Paster & Harpootian, Ltd.
Submitted for CPE, CFP, CTFA Credits.
John Harpootian
Principal at Paster & Harpootian, Ltd. Counsellors at Law
- Rotunda
- 10:10 AM - 11:00 AMMarket UpdateSponsored by: Washington Trust
Submitted for CPE, CFP, CTFA Credits. - 11:00 AM - 11:20 AMExhibitor Break
- 11:20 AM - 12:10 PMSecure Act 2.0: The Good, The Bad, And The UglySponsored by Compensation Planning
Join Grant as he discusses all things Secure Act 2.0.
Submitted for CPE, CFP, CTFA Credits.
Grant Brown
Compensation Planning Inc.
- Salon 1-11
- 10:10 AM - 11:00 AMCommon Estate Planning Mistakes and How to Avoid ThemSponsored by
Submitted for CPE, CFP, CTFA Credits.
Richard Petrucci Jr.
Partner at Orson and Brusini. Ltd
- 11:20 AM - 12:10 AMBehavioral Finance: Why Investors Make the Decisions They DoSponsored by Pac Life Insurance
Join Kevin Furtado while he discuses Behavioral Finance and how it affects your decisions.
Submitted for CPE, CFP, CTFA Credits.
Kevin Furtado
Fidelity Investments
- Grand Foyer
- 9:00 AM - 4:00 PMRegistration
- 4:50 PM - 6:00 PMEvent ReceptionJoin us for a drink & hors d'oeuvres after the event!
Speakers
Grant Brown
Compensation Planning Inc.
Kevin Furtado
Fidelity Investments
Kent Gladding
Washington Trust Wealth Management
John Harpootian
Principal at Paster & Harpootian, Ltd. Counsellors at Law
Richard Petrucci Jr.
Partner at Orson and Brusini. Ltd
Peter Phillips
Senior Vice President and Chief Investment Officer at Washington Trust Wealth Management
Gregory Porcaro
Principal / President at Otrando Porcaro & Associates, LTD
Laura Sorensen
Multimedia Brand Developer at Atelier LKS
Sponsors and Partners
High Profile Sponsor
Supporting Sponsor
Organizer
Exhibitors
Exhibitor
Aquila Group of Funds
BBIM: Bill Bonk
Compensation Planning Inc.
Estate Planning Council of RI
Franklin Templeton
Jackson National
LoCorr Funds
MFS Investment Management
Pacific Life Insurance Company
PLAN of MA & RI
Principal
RISLA
The Moody Street Group, LLC
Washington Trust Wealth Management