RI Financial Planning Day

The Financial Planning Association of Rhode Island invites you to attend the very first Rhode Island Financial Planning Day on Saturday, October 14 at the Central Library. From 10 AM-2 PM, in the library's Meeting Room, you will have the opportunity to meet one-on-one with highly qualified CERTIFIED FINANCIAL PLANNER™ (CFP) professionals to discuss your personal finance questions, concerns and interests. Don’t miss this opportunity for a free, private consultation with a CFP professional on a wide variety of personal finance issues, including, but not limited to:

      • Debt Management/Student Loans
      • Income Tax Planning
      • Insurance Planning
      • Estate Planning
      • Investment Planning


In addition to one-on-one counseling, there will be a series of classroom-style educational presenta
tions addressing key personal finance topics in the C-Lab:

10:00 AM Opening Remarks
Gary Friedmann, CFA, CFP®
10:10 AM Investing Basics
Jason Siperstein, CFA, CFP®
11:00 AM Estate Planning
TBD
12:00 PM Retirement Planning
Steve Johnson, CFP®
 1:00 PM Financing and Planning for Higher Education
Rhode Island Student Loan Authority (RISLA)


Learn more about Financial Planning Days: http://financialplanningdays.org/event/rhode-island-financial-planning-day