Events
Upcoming Events
June 6, 2023
6:00p - 8:00p
Virtual Webinar via Zoom
Protecting Your Income
Come join us in learning more about Protecting Your Income!
Past Events
May 9, 2023
6:00p - 8:00p
Virtual Webinar via Zoom
Medicare Planning
Come join us in learning more about Medicare!
April 4, 2023
6:00p - 8:00p
Virtual Webinar via Zoom
Estate Planning
Come join us in learning more about Estate Planning!
March 7, 2023
6:00p - 8:00p
Virtual Webinar via Zoom
Woman's Retirement Concerns
Come join us in learning more about Woman's Retirement Concerns!
February 7, 2023
6:00p - 8:00p
Virtual Webinar via Zoom
Virtual Planning for Retirement
Come join us in learning more about Planning for Retirement Basics!
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.