The agenda for Professional Day 2023 may be subject to change. The credit hours will be updated as they gain approval from licensing boards.
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.
Lori A. Tellier, CPA, CFE and Sgt. Michael Brock, CFE
9:50am-10:10am | Exhibitor Break
Join us as we examine the market update for 2023.
Common Estate Planning Mistakes and How to Avoid Them
Join us as we examine common estate planning mistakes.
Richard Petrucci Jr.
Orson & Brusini Ltd.
11:00am-11:20am | Break
Behavioral Finance: Why Investors Make the Decisions They Do
Join Kevin Furtado while he discusses Behavioral Finance and how it affects your decisions.
Kevin Furtado, Fidelity Investments
Secure Act 2.0: The Good, The Bad, And The Ugly
Join Grant as he discusses all things Secure Act 2.0.
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.
Multimedia Brand Developer at Atelier LKS
2023 Tax Update
Join us as we navigate the changes to taxes for 2023.
2:40-3:00 pm | Break
Join John Harpootian as we cover 2023 Estate Planning.
Principal at Paster & Harpootian, Ltd. Counsellors at Law