Upcoming Events

  • Register

    The FPA of Rhode Island invites you to this month’s VIRTUAL education session:

    Behavioral Coaching

    This presentation provides actionable instruction for advisors to become better behavioral coaches through:

    • Understanding the importance of helping clients manage the uncertainty and doubt associated   with investing.
    • Learning to become your clients' "emotional circuit breaker" when markets turn volatile.
    • Learning how a written financial plan is the foundation of behavioral coaching.

    DOWNLOAD SLIDES HERE

    Link to Join Zoom Meeting at 12:00

    https://zoom.us/j/9899598871?pwd=azhCTDRjQWVkWFJIbXIzSUwxbTZqZz09

    Meeting ID: 989 959 8871

    Password: 2400

     

    If not using a computer and dialing in, please use this number & code:

    Phone:                  (929) 205-6099

    Code:                    989 959 8871#


    Presented by Michael A. DiJoseph, CFA


    Michael is a Senior Advice Strategist in Vanguard’s Financial Advisor Services department. He is responsible for bringing Vanguard’s thought leadership and methodology to life through technology, content, and service offers. He also regularly acts as an ambassador for Vanguard, speaking at various client and other events including webcasts, podcasts, and media on a range of investment topics.

    Previously, he was an Investment Strategist in Vanguard’s Investment Strategy Group, where he published over 25 research papers and articles, primarily focusing on Advisor’s Alpha, Retirement Income, Investor Behavior, and Portfolio Strategy. Michael spent his first few years at Vanguard in a variety of fixed-income roles. Prior to joining Vanguard, he worked in the advice industry as an investment advisor. Mr. DiJoseph earned a B.S.B.A. in finance from Villanova University and is a CFA® Charterholder.

    • Virtual Meeting 
    • No charge - OPEN TO NON-MEMBERS!
    • 04/18/2020
    • 10:00 AM - 2:00 PM
    • Weaver Library, 41 Grove Ave, East Providence, RI

    Free one-on-one personalized financial advice.
    Free financial workshops!

    No strings attached.




    In today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss an opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.

    In addition to one-on-one consultations, there are workshops on a variety of financial topics throughout the day. Stay as little or as long as you’d like.

    It’s all free. Bring a friend!

    Register below: 

    https://www.eventbrite.com/e/pro-bono-financial-planning-day-tickets-92072079067?utm_source=eb_email&utm_medium=email&utm_campaign=new_event_email&utm_term=viewmyevent_button


    • 05/05/2020
    • 9:00 AM - 4:00 PM
    • Crown Plaza, Warwick

    The FPA of Rhode Island invites you to:

    RI Professional Day

    There is no regular lunch meeting this month.  Join us at Rhode Island’s largest gathering of financial professionals for a day of networking, continuing education and connecting with important industry vendors.  

    Presented by FPA of Rhode Island, NAIFA-RI, and RI Society of Financial Service Professionals

    Go to https://riproday.com/ for registration and sponsorship opportunities


    • 06/10/2020
    • 11:00 AM - 2:00 PM
    • Bryant University, Fisher Student Center
    Register

    The FPA of Rhode Island invites you to this month’s education session:

    Annual Ethics Presentation


    Our annual ethics CE presentation is at Bryant University.  Presenter and event details to follow ...


    • No charge for FPA Members and Partners (must log in to register)
    • Non-members are welcome ($25 for first meeting, $50 for subsequent)
    • Box lunch is included
    • 09/09/2020
    • 12:00 PM - 1:30 PM
    • Chapel Grille, 3000 Chapel View Blvd, Cranston, RI 02920
    Register

    The FPA of Rhode Island invites you to this month’s education session:

    Social Security Strategies

    Presented by MFS.  Event details to follow ...


    • No charge for FPA Members and Partners (must log in to register)
    • Non-members are welcome ($25 for first meeting, $50 for subsequent)
    • Box lunch is included
    • 10/14/2020
    • 12:00 PM - 1:30 PM
    • Chapel Grille, 3000 Chapel View Blvd, Cranston, RI 02920
    Register

    The FPA of Rhode Island invites you to this month’s education session:

    Retirement Strategies

    Presented by Brian Dobbis (Lord Abbett).  Event details to follow ...


    • No charge for FPA Members and Partners (must log in to register)
    • Non-members are welcome ($25 for first meeting, $50 for subsequent)
    • Box lunch is included

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2400 Post Road, Warwick, RI 02886

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