March: Municipal Bond Update
Date: March 13, 2012
Guest Speaker: Ernest Almonte CPA/CFF/CITP
Location: Chellos - 2225 Post Road Warwick, RI 02886
Presentation: Handout
Website: www.almontegroupllc.com
Details: Ernest Almonte, CPA/CFF/CITP will discussing the Municipal Bond Market.
Sponsor: Aquila Group of Funds
Guest Speaker: Ernest Almonte CPA/CFF/CITP
Location: Chellos - 2225 Post Road Warwick, RI 02886
Presentation: Handout
Website: www.almontegroupllc.com
Details: Ernest Almonte, CPA/CFF/CITP will discussing the Municipal Bond Market.
Sponsor: Aquila Group of Funds
April: Ethical Conduct
Date: April 10, 2012
Guest Speaker: Herbert K. Daroff, J.D., CFP®
Location: Chellos - 2225 Post Road Warwick, RI 02886
Presentation: Handout
Website: www.baystatefinancialplanning.com
Details: Herbert K. Daroff, J.D., CFP® will presenting our annual ethics presentation.
Guest Speaker: Herbert K. Daroff, J.D., CFP®
Location: Chellos - 2225 Post Road Warwick, RI 02886
Presentation: Handout
Website: www.baystatefinancialplanning.com
Details: Herbert K. Daroff, J.D., CFP® will presenting our annual ethics presentation.
February: Capital Markets Update
Date: February 14, 2012
Guest Speaker: Kevin Millsom
Location: Chellos - 2225 Post Road Warwick, RI 02886
Presentation: Handout
Website: www.goldmansachs.com
Details: Kevin will provide the latest capital markets update from Goldman Sachs
Sponsor: Goldman Sachs
Guest Speaker: Kevin Millsom
Location: Chellos - 2225 Post Road Warwick, RI 02886
Presentation: Handout
Website: www.goldmansachs.com
Details: Kevin will provide the latest capital markets update from Goldman Sachs
Sponsor: Goldman Sachs
January: Annual Tax Update
Date: January 24, 2012
Guest Speaker: Patricia A. Thompson, CPA, MST, PFS
Location: Radisson Hotel - 2081 Post Road, Warwick, Rhode Island 02886
Presentation: Handout
Website: www.pgco.com
Details: Annual tax update
Sponsor: StrategicPoint Investment Advisors
Guest Speaker: Patricia A. Thompson, CPA, MST, PFS
Location: Radisson Hotel - 2081 Post Road, Warwick, Rhode Island 02886
Presentation: Handout
Website: www.pgco.com
Details: Annual tax update
Sponsor: StrategicPoint Investment Advisors
Details
All programs are run from 8:00 to 10:30 a.m with a breakfast buffet, which will begin being served promptly at 8:00 a.m. All programs listed are for 2 CE credits and meet the requirements for the CFP® board of standards and most will meet the criteria for Rhode Island state insurance credits.
To register for an event, please complete the appropriate application (Non-Members) (all CE programs)and mail with your check to:
Financial Planning Association of Rhode Island
PMB 271
1643 Warwick ave
Warwick RI 02889
