Schedule

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.

 

Speakers:
RI State Police

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

Peter Philips

Speaker:
Peter Phillips

Sponsored by:

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11:00am-11:20am | Break

11:20am -12:00pm 

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 Furtato, Fidelity Investments

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

Rick Petrucci

Speaker:
Richard Petrucci Jr.
Orson & Brusini Ltd.

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.
Laura Sorensen

Speaker:
Laura Sorensen

Multimedia Brand Developer at Atelier LKS

Sponsored by:

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

Speaker:
Greg Porcaro

Sponsored by:

Otrando Porcaro & Associates

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

Speaker:
Grant Brown

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

John Harpootian

Speaker:
John Harpootian,
Principal at Paster & Harpootian, Ltd. Counsellors at Law

Sponsored by:

Paster & Harpootian

4:00-5:00 pm | Networking Reception