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Events

Upcoming Events

February 7, 2023

6:00p - 8:00p

Virtual Webinar via Zoom

Register

Virtual Planning for Retirement

Come join us in learning more about Planning for Retirement Basics!

March 7, 2023

6:00p - 8:00p

Virtual Webinar via Zoom

Register

Woman's Retirement Concerns

Come join us in learning more about Woman's Retirement Concerns!

April 4, 2023

6:00p - 8:00p

Virtual Webinar via Zoom

Register

Estate Planning

Come join us in learning more about Estate Planning!

Past Events

November 30, 2022

12:00p - 1:00p

URI - Surge Building - Large Conference Room

Planning for Retirement - On Campus Workshop

Key Focus: Creating Income for Life Planning for Access and Growth Learning About Medicare Creating Sound Estate Plan

November 9, 2022

12:00p - 1:00p

URI On Campus - Large Conference Room

ABC's of Medicare - Open Enrollment

Learn the ABC's of Medicare and How to enroll!

October 26, 2022

12:00p - 1:00p

URI - Surge Building - Large Conference Room

Estate Planning - URI On-Campus Workshop

5-step process for a planned success!

September 28, 2022

12:00p - 1:00p

URI - Surge Building - Large Conference Room

Planning for Retirement - On Campus Workshop

Key Focus: Creating Income for Life Planning for Access and Growth Learning About Medicare Creating Sound Estate Plan

April 26, 2022

12:00p - 1:00p

URI - Surge Building - Large Conference Room

URI On-Campus Workshop - Retirement Planning

Please join us for an on-campus workshop!

April 13, 2022

9:00a - 10:00a

URI - Surge Building - Large Conference Room

URI On-Campus Workshop - Retirement Planning (copy)

Please join us for an on-campus workshop!

March 22, 2022

6:00p - 7:00p

Virtual Event Via Zoom

Long Term Care Planning - Virtual Event

LTC is to help assist maintaining financial security by retiring comfortably, caring for loved ones and weathering any financial storms.

March 22, 2022

12:00p - 1:00p

URI Campus - Surge Building - Large Conference Room

Long Term Care Planning On Campus Workshop

LTC is to help assist maintaining financial security by retiring comfortably, caring for loved ones and weathering any financial storms.

February 22, 2022

6:00p - 8:00p

Virtual on Zoom

Virtual Webinar on Disability Insurance - POSTPONED

Disabled? Me? Never! Learn how to protect yourself and your family if you should ever end up disabled.

February 22, 2022

12:00p - 1:00p

URI Surge Building - Large Conference Room

On Campus Disability Insurance Workshop

Disabled? Me? Never! Learn how to protect yourself and your family if you should ever end up disabled.

December 7, 2021

12:00p - 1:00p

URI Surge Building

Long Term Care Planning

Learn about Long Term Plan Options for you and your loved ones.

November 16, 2021

12:00p - 1:00p

URI Surge Building

Estate Planning

Now is the best time to start thinking about estate planning, not when you are retiring. There is no wealth requirement and no minimum age. An estate plan clarifies how you would like your assets divided up after you are no longer living. You can always make changes to your plan, but without one in place, the state makes decisions on your behalf.

November 3, 2021

12:00p - 1:00p

URI Campus - Surge Conference Room

Understanding Medicare

Please join us and learn all you can about Medicare!

September 27, 2021

6:00p - 8:00p

Virtual - via Zoom

Retirement Planning - Virtual Workshop

Please join us for a virtual workshop on Retirement Planning!

September 22, 2021

12:00p - 1:00p

URI Surge Conference Room

Retirement Planning Workshop

Come join us for an on campus workshop for Retirement Planning!

June 29, 2021

6:00p - 7:00p

Virtual Webinar

Medicare Planning Evening Session - CANCELLED

Please join us for a virtual webinar on Medicare Planning!

June 22, 2021

12:00p - 1:00p

Virtual Webinar

Medicare Planning Lunch Session

Please join us for a virtual webinar on Medicare Planning!

May 18, 2021

6:00p - 7:00p

Virtual Webinar

Income Protection Evening Session

Please join us for a virtual webinar on Income Protection!

May 18, 2021

12:00p - 1:00p

Virtual Webinar

Income Protection Lunch Session

Please join us for a virtual webinar on Income Protection!

April 20, 2021

6:00p - 7:00p

Virtual Webinar

Estate Planning Evening Session

Please join us for a virtual webinar on Estate Planning!

April 20, 2021

12:00p - 1:00p

Virtual Webinar

Estate Planning Lunch Session

Please join us for a virtual webinar on Estate Planning!

March 23, 2021

6:00p - 7:00p

Virtual Webinar

Retirement Planning Evening Session

Please join us for a virtual webinar on Retirement Planning!

March 23, 2021

12:00p - 1:00p

Virtual Webinar

Retirement Planning - Lunch Session

Please join us for a virtual webinar on Retirement Planning!

February 23, 2021

6:30p - 7:30p

Virtual Webinar

Long Term Care Planning Evening Session

Please join us for a evening webinar on Long Term Care Planning

February 23, 2021

12:00p - 1:00p

Virtual Webinar

Long Term Care Planning Luncheon Session

Please join us for a luncheon webinar on Long Term Care Planning.

November 10, 2020

6:00p - 6:45p

Virtual

Evening Webinar on Long Term Care Planning

Join us for a free luncheon webinar on Long Term Care Planning

November 10, 2020

12:00p - 12:45p

Virtual

Luncheon Webinar on Long Term Care Planning

Join us for a free webinar on Long Term Care Planning

October 27, 2020

6:30p - 7:15p

Virtual

Makeup Evening Session on Understanding Medicare

Join us for a free webinar on Understanding Medicare

October 20, 2020

6:30p - 7:30p

Virtual

Evening Session on Understanding Medicare

Learn about your medicare health plan options so you can make the best decision for your situation.

October 20, 2020

12:00p - 1:00p

Virtual

Lunch Session on Understanding Medicare

Learn about your medicare health plan options so you can make the best decision for your situation.

October 19, 2020

12:00p - 1:00p

Virtual

Makeup Lunch Session on Estate Planning

Let's talk about Estate Planning

October 6, 2020

6:30p - 7:30p

Virtual Zoom

Estate Planning - Evening Session

Let's talk about estate planning!

October 6, 2020

12:00p - 1:00p

Virtual Zoom

Estate Planning - Lunch Session

Let's talk about estate planning!

September 29, 2020

6:00p - 7:00p

Virtual Zoom

Makeup Session on Planning for Retirement

How to go about creating a retirement plan you will need down the road!

September 29, 2020

12:00p - 1:00p

Virtual Zoom

Makeup Session for Navigating Volatile Markets

Strategies to prepare for and manage through periods of market volatility

September 22, 2020

6:00p - 7:00p

Virtual Zoom

Evening Session Planning for Retirement - All Clients

Planning for a secure and comfortable retirement depends on a series of good decisions. We will touch on a variety of financial considerations that are important to factor into your decision making.

September 22, 2020

12:00p - 1:00p

Virtual Zoom

Lunchtime Session Planning for Retirement - All Clients

Planning for a secure and comfortable retirement depends on a series of good decisions. We will touch on a variety of financial considerations that are important to factor into your decision making.

September 21, 2020

6:00p - 7:00p

Virtual Zoom

Evening Session Planning for Retirement - All State Universities

Planning for a secure and comfortable retirement depends on a series of good decisions. We will touch on a variety of financial considerations that are important to factor into your decision making.

September 21, 2020

12:00p - 1:00p

Virtual Zoom

Lunchtime Session Planning for Retirement - All State Universities

Planning for a secure and comfortable retirement depends on a series of good decisions. We will touch on a variety of financial considerations that are important to factor into your decision making.

September 15, 2020

6:00p - 7:00p

Virtual Zoom Meeting

Evening Navigating Volatile Markets All Clients

Strategies to prepare for and manage through periods of market volatility.

Event Registration


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