Upcoming Events

No events available

Past Events

09/08/2021 Diversification For The Long Run
08/11/2021 August Super CE Day
07/21/2021 CFP Board’s Revised Code and Standards
05/20/2021 RI Professional Day - Save the Date!
04/14/2021 RIA Model - What You Need to Know
03/10/2021 529’s Can Be a Powerful Tool for Estate Planning: Help Your Clients Maximize Estate and Gift Tax Benefits
02/10/2021 2021 Forecast Event – a CFA Providence/FPA-RI Joint Event
01/13/2021 Annual Tax Update
12/09/2020 Embracing Disruption: The Future of Client Acquisition, Engagement
11/11/2020 November Super CE Day
10/24/2020 FPA-RI Virtual Financial Planning Day
10/14/2020 Education Session: Actionable Roth Business-Building Strategies: A vehicle for efficient tax planning and income
09/09/2020 Education Session: Mastering Social Security
08/12/2020 Education Session: Is Your “Balanced” Portfolio Still Balanced?
07/08/2020 Education Session: Media Replay
06/10/2020 Education Session: Virtual Ethics Presentation
05/05/2020 CANCELLED: RI Professional Day
04/18/2020 CANCELLED: Financial Planning Day
04/08/2020 Education Session: Behavioral Coaching
03/11/2020 Education Session: Trusts and Estate Planning
02/27/2020 Education Session: CFA Annual Forecast Dinner
02/20/2020 NexGen Coffee Hour
01/08/2020 Annual Tax Update
12/11/2019 Advisor Panel Discussion on Business Practices
11/13/2019 Buy Sell Planning
10/23/2019 Investing and Human Behavior
10/19/2019 Financial Planning Day
09/18/2019 CFP Board Ethics Program
07/10/2019 July Education Session
04/10/2019 April Education Session

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