The agenda for Professional Day 2023 may be subject to change. The credit hours will be updated as they gain approval from licensing boards.
9:00-9:50am
Special Presentation by RI State Police Force
This presentation will be a fascinating look at current financial crimes on the national and local stage. The RI State Police will do a presentation on the financial scams which target older adults.
Submitted for CPE, CFP, CTFA Credits
Speakers:
Lori A. Tellier, CPA, CFE and Sgt. Michael Brock, CFE
Sponsored by:
9:50am-10:10am | Exhibitor Break
10:10am-11:00am
Market Update
Join us as we examine the market update for 2023.
Submitted for CPE, CFP, CTFA Credits
Speaker:
Kent Gladding
Speaker:
Peter Phillips
Sponsored by:
Common Estate Planning Mistakes and How to Avoid Them
Join us as we examine common estate planning mistakes.
Submitted for CPE, CFP, CTFA Credits, RI Insurance CE
Speaker:
Richard Petrucci Jr.
Orson & Brusini Ltd.
Sponsored by:
11:00am-11:20am | Break
11:20am -12:10pm
Behavioral Finance: Why Investors Make the Decisions They Do
Join Kevin Furtado while he discusses Behavioral Finance and how it affects your decisions.
Submitted for CPE, CFP, CTFA, RI Insurance Credits
Speaker:
Kevin Furtado, Fidelity Investments
Sponsored by:
Secure Act 2.0: The Good, The Bad, And The Ugly
Join Grant as he discusses all things Secure Act 2.0.
Submitted for CPE, CFP, CTFA Credits
Speaker:
Grant Brown
Sponsored by:
12:10pm-1:30pm | Lunch & Keynote
How 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 be 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.
Speaker:
Laura Sorensen
Multimedia Brand Developer at Atelier LKS
1:50pm -2:40pm
2023 Tax Update
Join us as we navigate the changes to taxes for 2023.
Submitted for CPE, CFP, CTFA Credits
Speaker:
Greg Porcaro
Sponsored by:
2:40-3:00 pm | Break
3:00-3:50 pm
Estate Planning
Join John Harpootian as we cover 2023 Estate Planning.
Submitted for CPE, CFP, CTFA Credits
Speaker:
John Harpootian,
Principal at Paster & Harpootian, Ltd. Counsellors at Law
Sponsored by:
