• 2019 Tax Update

    Sponsor: Otrando Porcaro & Associates

    This program will discuss the 2018 federal and state tax highlights and updates as well as RI tax law changes.

  • Partnering with a Corporate Fiduciary

    Sponsor: Washington Trust

    Sometimes partnering  with a corporate fiduciary such as a bank that offers trust administration services or an independent trust company may be the best choice for professionals

  • Beyond the Numbers

    Sponsor: Jackson

    Learn sophisticated strategies that can help assets last and provide opportunity to add value for your clients.

  • Trends in Charitable Giving: How to Advise Your Clients to Achieve their Philanthropic Goals

    Sponsor: Partridge, Snow & Hahn

    Find out the latest trends in charitable giving to advise your clients.

  • Qualified Retirement Plans Strategies Post Tax Cut and Jobs Act

    Sponsor: Compensation Planning

    Learn strategies in the post tax cut and jobs act market.

  • Customer Tells – Meeting & Exceeding Customer’s Expectation

    Sponsor: Pacific Life/T. Rowe Price

    Read those customer and client “tells” and then adapt your behavior to mirror your client or customers.

  • Planning for the Professional

    Sponsor: Baystate Financial

    Join Richard Petrucci, Jr., JD, CPA ,CFP® from Baystate Financial as he discusses issues which affect all professionals such as tax issues, creditor protection, retirement and estate planning, and business succession planning.

  • Divorce Financial Planning and Mediation

    Sponsor: Brighthouse Financial

    Join Jane McAuliffe, CDFA®, Financial Advisor, Axis Advisors + President, Collaborative Divorce Strategies as she discusses divorce financial planning and mediation.

  • Estate Planning

    Sponsor: Paster & Harpootian, Ltd.

    Join John M. Harpootian, JD of Paster & Harpootian as he discusses estate planning.

  • Closing Comments & Reception

    Networking

    Join us as we close out RI Professional Day and network with your fellow industry colleagues.