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Events

Mon

00

Swansea Retirement Seminar
July 15th, 2026
|
6:00 PM
Address
– Reducing taxes on retirement income – Navigating market volatility and inflation – Making your income last a lifetime – Structuring your savings – Building a tax-efficient strategy
Register
4607

Mon

00

Cranston Medicare Seminar
July 20, 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
4611

Mon

00

Newport Retirement Seminar
July 22, 2026
|
6:00 PM
Address
– Reducing taxes on retirement income – Navigating market volatility and inflation – Making your income last a lifetime – Structuring your savings – Building a tax-efficient strategy
Register
4659

Mon

00

Massasoit Estate Planning
July 27, 2026
|
6:00 PM
Address
– Wills and trusts – Avoiding probate – Revocable vs. irrevocable trusts – Protecting your family’s inheritance – Reducing estate taxes
Register
4661

Mon

00

Massasoit Estate Planning
July 28, 2026
|
6:00 PM
Address
– Wills and trusts – Avoiding probate – Revocable vs. irrevocable trusts – Protecting your family’s inheritance – Reducing estate taxes
Register
4662

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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