Upcoming Events

    • 10/14/2020
    • 12:00 PM - 1:30 PM (EDT)
    • Virtual

    The FPA of Rhode Island invites you to an education session:

    Actionable Roth Business-Building Strategies: 

    A vehicle for efficient tax planning and income

    Presented by Brian Dobbis

    Sponsored by Lord Abbett  


    Retirement Accounts are booming! U.S. retirement assets stand at close to $30 trillion—with $15.5 trillion invested in IRAs and 401(k) plans alone.

    This means there will be tremendous opportunities for financial advisors who stay up-to-date on the latest tax rules governing tax-advantaged retirement accounts, understand the pitfalls, and leverage advanced and actionable Roth strategies. This informative seminar will also cover the latest retirement-related proposal coming out of Washington and highlight additional retirement topics and trends.

    Participants will learn how to implement Roth accounts (IRA and 401(k)) as a tool in comprehensive financial- and tax-planning. The seminar will also explore new advanced planning opportunities—tactical strategies for winning business while protecting existing assets—providing a roadmap for guiding and advising high-net-worth investors with the latest, IRA, 401(k) and Roth contribution, distribution, and conversion strategies

    Join Brian Dobbis as he discusses the following key topics:

     What’s new?

    • 2020 Legislative Outlook
    • Roth conversions (pros, cons and traps)
    • Back Door Roth
    • Supersize your Roth
    • Mega Back Door Roth
    • Advisor Action Plan
    • Your Questions!
    • No charge for FPA Members and Partners (must log in to register)
    • Non-members are welcome ($25 for first meeting, $50 for subsequent)
    • 10/24/2020
    • 10:30 AM - 2:00 PM (EDT)
    • Virtual

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

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