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
![](https://riproday.com/wp-content/uploads/2023/03/state-police-logo-500x500-1-150x150.webp)
Speakers:
Lori A. Tellier, CPA, CFE and Sgt. Michael Brock, CFE
Sponsored by:
![](https://riproday.com/wp-content/uploads/2022/04/bbimlogo.jpg)
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
![](https://riproday.com/wp-content/uploads/2023/03/Gladding_Kent_FNL2023-150x150.jpg)
Speaker:
Kent Gladding
![Peter Philips](https://riproday.com/wp-content/uploads/2023/03/Phillips_Peter_FNL2023-150x150.jpg)
Speaker:
Peter Phillips
Sponsored by:
![300pxWM_Horizontal_Blue 300pxWM_Horizontal_Blue](https://riproday.com/wp-content/uploads/elementor/thumbs/300pxWM_Horizontal_Blue-q39w3ahfmdpkyzjrrbwxk1jsfchoq620ftbe8kk0zk.png)
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
![Rick Petrucci](https://riproday.com/wp-content/uploads/2023/03/rickP-150x150.png)
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
![Kevin Furtado](https://riproday.com/wp-content/uploads/2023/03/Furtado-150x150.jpg)
Speaker:
Kevin Furtado, Fidelity Investments
Sponsored by:
![](https://riproday.com/wp-content/uploads/2019/01/pacific-life-logo3-e1617825042402.png)
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
![Grant Browbn](https://riproday.com/wp-content/uploads/2022/03/grantbrown-150x150.png)
Speaker:
Grant Brown
Sponsored by:
![](https://riproday.com/wp-content/uploads/2022/03/Comp-Planning-1.png)
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.
![Laura Sorensen](https://riproday.com/wp-content/uploads/2023/03/laura-sorensen-atelierlks-headshot2023-150x150.jpg)
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
![Greg Porcaro](https://riproday.com/wp-content/uploads/2022/03/ortrando-150x150.png)
Speaker:
Greg Porcaro
Sponsored by:
![Otrando Porcaro & Associates](https://riproday.com/wp-content/uploads/2022/04/OPA-color-logo-2.png)
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
![John Harpootian](https://riproday.com/wp-content/uploads/2022/03/harpootian-150x150.png)
Speaker:
John Harpootian,
Principal at Paster & Harpootian, Ltd. Counsellors at Law
Sponsored by:
![Paster & Harpootian](https://riproday.com/wp-content/uploads/2022/04/400px2021Paster.png)