When

Tuesday, October 10, 2023 from 3:00 PM to 7:00 PM EDT
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Where

University Club 
219 Benefit St
Providence, RI 02903
 

 
Driving Directions 

Contact

Jean Nagle 
FPA 
401-732-2400 
jeann@iiari.com 
    

PLEASE NOTE CHANGE IN TIME, DATE, AND LOCATION!

 

CFP Ethics 

The Code of Ethics sets forth the principles that guide the behavior of CFP professionals and serves as a meaningful vehicle for communicating the commitment that CFP professionals make to high standards of competency and ethics. Drinks and hors d’oeuvres will be provided following the presentation. Valet parking will also be available.

 

Presented by:

        M. Thomas Pablo, CFP 

Brett Danko, LLC    

   

 

Thomas has a strong tech background and started in the financial services industry in 1993 and worked for Merrill Lynch starting in 2004.  In 2011, Thomas fused his tech background, his MBA, and his CFP credential to help build a financial planning-based RIA.  Thomas has been working closely with people to help them reach their most cherished goals ever since.   Thomas is a passionate and energetic teacher who really enjoys being with his students. 

Sponsored by:

 

   This session has been approved for 2 CFP ethics credits.

 

FEE TO ATTEND

Member - $50.00

Non-Member - $100.00

Register Now!

 

Thank you for your support!

 Gold Partners