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 educational 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

  • October 17, 2017 ♦ Chapel Grille Restaurant ♦ 3000 Chapel View Boulevard, Cranston, RI 02920 at 6:30 p.m.
  • October 19, 2017 ♦ Meritage Restaurant ♦ 5454 Post Rd. East Greenwich, RI 02818 at 6:30 p.m.
 
  • November 9, 2017 ♦ Capital Grille ♦ 10 Memorial Boulevard Providence, RI 02903 at 6:30 p.m.
  • November 14, 2017 ♦ Capital Grille ♦ 10 Memorial Boulevard Providence, RI 02903 at 6:30 p.m.
 

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

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