FPA of Rhode Island
Warwick , RI
What is the FPA®?
As a CERTIFIED FINANCIAL PLANNER™ professional, FPA of Rhode Island is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking.
Join colleagues who, like you, aspire to grow professionally and share a passion for financial planning. Our nationwide network of chapters offers unrivaled support and community for planners of all levels.
Chapter Events
- January 8 - 12pm @ Iron Works - Tax Update w/Pat Thompson -->Register Here
- February 20 - 10am (Webinar) - Understanding Early Retirment Health Care Options w/Vanguard
- March 12 - 12pm @ Iron Works - Crafting Portfolios (FPA Member Panel)
- April 9 - 12pm @ Iron Works - Medicaid Planning w/Paul Brule
- May 28 - 10am (Webinar) - Legislative Updates and Tax efficient Strategies w/Vanguard
- June 11 - 12pm @ Iron Works - Building a Better Practice w/Nuveen
- July - TBD - Summer Social
- August 27 - 10am (Webinar) - Current Challenges, Enduring Solutions w/Vanguard
- September 9 - 12pm @ Iron Works - TBD
- October 8 - CFP Ethics Presentation @ Bryant University
- November 12 - 12pm @ Iron Works - Keeping Family Wealth w/MFS
- November 25 - 10am (Webinar) - Health Care and Your Retirement
- December - TBD - Holiday Gathering
Practice Support
FPA of RI supports members with business insights and vast savings on the tools they need.
FPA Member Benefits
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Advocacy
FPA of RI helps members be advocates for financial planning.
Advocacy Work
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Community Outreach Program- Lunch and Learn
The Lunch in Learn Series was developed by the FPA of RI in partnership with Bryant University to educate high school students about the field of financial planning and its numerous career opportunities.
Networking
FPA of RI provides unmatched networking with a vibrant community of planners.
Partners
Member Partners
