upcoming workshops

When it comes to your financial future, knowledge is the critical first step. Helping our community make informed financial decisions about the days ahead.

Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers, as well as useful handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation, scheduled at your convenience.

By attending an event or meeting, you may be offered insurance or investment products for sale.

Upcoming Events


Financial Dinner Seminars:

  • Wednesday, November 6th * The Capital Grille * 10 Memorial Blvd., Providence, RI 02903 * 6:30 PM (Please arrive 15 minutes early) 
  • Tuesday, November 12th * Chapel Grille * 3000 Chapel View Blvd., Cranston, RI 02920 * 6:30 PM (Registration starts at 6:00 PM)

Ribbon-Cutting Ceremony and Open House:

  • Wednesday, November 20th, at 10 AM  - Please RSVP at (401) 333-8000

RSVP Today!

Fill out my online form.

For a complimentary strategy session, CLICK HERE to request an appointment with Jeffrey Massey.

Fill out my online form.