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Events

Mon

00

Warwick Estate Planning
September 21, 2026
|
6:00 PM
Address
– Wills and trusts – Avoiding probate – Revocable vs. irrevocable trusts – Protecting your family’s inheritance – Reducing estate taxes
Register
4699

Mon

00

Johnston Medicare Seminar
September 29, 2026
|
6:00 PM
Address
– Medicare enrollment and timing – Understanding Parts A, B, C, and D – Supplemental insurance options – Filling gaps in coverage – Choosing the right plan
Register
4703

Mon

00

Bellingham Medicare Seminar
October 5, 2026
|
6:00 PM
Address
– Medicare enrollment and timing – Understanding Parts A, B, C, and D – Supplemental insurance options – Filling gaps in coverage – Choosing the right plan
Register
4706

Mon

00

Sharon Social Security Seminar
October 7, 2026
|
6:00 PM
Address
– When to claim for the highest benefit – Avoiding common filing mistakes – Coordinating Social Security with your retirement income – Structuring savings so you don’t outlive them – Maximizing lifetime benefits
Register
4707

ARE YOU READY TO GROW WITH INTENTION?

Contact us today for a comprehensive written financial plan.

Fill out the form below to schedule an appointment.
401-366-2525

655 Metacom Ave #102
Bristol, RI 02809

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Mon

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