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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.

May 4, 2022

9 AM - 5 PM (GMT-6)

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Crowne Plaza Providence-Warwick
801 Greenwich Ave
Warwick, Rhode Island

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Agenda

  • Grand Ballroom - Salon III-V
    9 AM - 9:50 AMGeneral Session: Tax Update
    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

    Gregory Porcaro

    Principal / President at Otrando Porcaro & Associates, LTD

    9:50 AM - 10:10 AMExhibitor Break
    12:30 PM - 1:30 PMLunch & Keynote Speaker
    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!

    Elizabeth Beisel

    Keynote Speaker

    3 PM - 3:50 PMEstate Planning
    Sponsored by Paster & Harpootian, Ltd.


    More Information coming soon.

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

    John Harpootian

    Principal at Paster & Harpootian, Ltd. Counsellors at Law

    Salon I-II
    10:10 AM - 11 AMWhat You Make vs. What You Keep
    Sponsored by Jackson National
    CFP CE: Pending
    11 AM - 11:20 AMExhibitor Break
    11:20 AM - 12:10 PMRetirement Plan Mistakes
    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

    Grant Brown

    Compensation Planning Inc.

    Jeffrey Brown

    Compensation Planning Inc.

    1:50 PM - 2:40 PMMaking Disability Insurance a Priority
    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

    Josh Potvin

    Principal

    2:40 PM - 3 PMExhibitor Break
    Rotunda
    10:10 AM - 11 AMCorporate Trustees, Special Circumstances, and Special Needs Trusts: How to Best Serve Your Loved Ones
    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
    11 AM - 11:20 AMExhibitor Break
    11:20 AM - 12:10 PMSocial Security
    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

    Dennis Hart

    Allianz Life

    1:50 PM - 2:40 PMDivorce Financial Planning & Mediation
    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

    Jane McAuliffe

    CDFA, Partner at Axis Advisors, Collaborative Divorce Strategies

    Kerry Rafanelli

    Kerry I Rafanelli, Attorney at Law

    Grand Foyer
    9 AM - 4 PMRegistration
    4 PM - 5:30 PMEvent Reception
    Join us for a drink & hors d'oeuvres after the event!

Speakers

  • Elizabeth Beisel (Keynote Speaker)

    Elizabeth Beisel

    Keynote Speaker

  • Grant Brown (Compensation Planning Inc.)

    Grant Brown

    Compensation Planning Inc.

  • Jeffrey Brown (Compensation Planning Inc.)

    Jeffrey Brown

    Compensation Planning Inc.

  • Jeffrey Clark (Director, Advanced Planning of Jackson National)

    Jeffrey Clark

    Director, Advanced Planning of Jackson National

  • LD

    Lauren Drury

    Vice President and Chief Fiduciary Officer at Washington Trust Wealth Management

  • LG

    Lynn Gifford Bria

    Vice President, Senior Wealth Advisor and Fiduciary Officer at Washington Trust Wealth Management

  • John Harpootian (Principal at Paster & Harpootian, Ltd. Counsellors at Law)

    John Harpootian

    Principal at Paster & Harpootian, Ltd. Counsellors at Law

  • Dennis Hart (Allianz Life)

    Dennis Hart

    Allianz Life

  • Jane McAuliffe (CDFA, Partner at Axis Advisors, Collaborative Divorce Strategies)

    Jane McAuliffe

    CDFA, Partner at Axis Advisors, Collaborative Divorce Strategies

  • Kimberly McCarthy, Esq. (Senior Vice President and Chief Tax & Benefits Officer, Head of Client Services at The Washington Trust Company)

    Kimberly McCarthy, Esq.

    Senior Vice President and Chief Tax & Benefits Officer, Head of Client Services at The Washington Trust Company

  • Gregory Porcaro (Principal / President at Otrando Porcaro & Associates, LTD)

    Gregory Porcaro

    Principal / President at Otrando Porcaro & Associates, LTD

  • Josh Potvin (Principal)

    Josh Potvin

    Principal

  • Kerry Rafanelli (Kerry I Rafanelli, Attorney at Law)

    Kerry Rafanelli

    Kerry I Rafanelli, Attorney at Law

Documents

Disability.pptx
Divorce.pptx
Social Security.pptx
Retirement Plan Mistakes (RIPRODAY 2022).pptx
What You Make vs. What you Keep.pptx
2022 - Professional Day Tax Update.pdf
2022 - Professional Day - SECURE Act.pdf

Exhibitors

Exhibitor
  • Alpha Dog ETF

  • Aquila Investment Management

  • Axis Advisors, Collaborative Divorce Strategies

  • Axis Advisors, LLC

  • BBIM: Bill Bonk

  • Capital Group | American Funds

  • CollegeBound Saver

  • Compensation Planning Inc.

  • Estate Planning Council of RI

  • HSRI For Employers

  • Jackson National

  • Principal

  • Single Source Disaster Recovery Specialists

  • The Washington Trust Company

Community

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Tickets

Attendee
$65
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