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Our Next Event

Estate Planning
Russ Towers Special Guest
Russell E. Towers
  JD, CLU, ChFC
June 12

Upcoming Events

Membership

Renewals:

  • Guy R. Buzzell, CFP®
  • John W. Farmer, CFP®
  • Nancy Gerseny, CFP®
  • Steven J. Grasso, CFP®
  • Jeffrey W. Loring, CFP®
  • Malcolm A. Makin, CFP®
  • Mary Clare O'Grady, CFP®
  • Joseph R. Souza

New Members:

  • Grant Brown, QPA, TGPC, ERPA
  • Donna Sowa Allard, CFP®

FPA Members Answer the Call

For three Mondays this spring, FPARI members have been answering the call - Call 10, that is. As part of local TV station WJAR Channel 10’s “Money Management Monday’s” programming, Certified Financial PlannerTM certificants from the Rhode Island’s Financial Planning Association have served on a “Call 10” panel, answering viewers questions on a whole range of financial planning topics: from savings and investments to college funding, pension distributions, Stimulus Package refunds and debt management. The range of topics and the expertise required to answer viewer questions demonstrates how effectively the FPA can serve as the region’s best financial planning resource. The FPARI firmly believes that everyone deserves competent, ethical advice and appreciates this opportunity to respond to consumer’s financial concerns.

Many thanks to the following chapter members and officers for participating: Steve Grasso, AAMS, MBA,CFP® , Betsey A. Purinton, CFP®, Angela Thomson, CFP®, Dan Forbes, CFP®, Thomas G. Doyle, CFP®, John A Licciardello, CFP®, Daniel Legault, CFP®

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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