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.
 

2020 Upcoming Events

 

MARCH EVENTS: (Postponed)

Smart Women Retirement Dinner Seminar (Women-Only Event):

  • Thursday, March 12th * Chapel Grille * 3000 Chapel View Boulevard, Cranston, RI  02920 * 6:30 PM (Please arrive 15 minutes early)
 

Financial Dinner Seminars (by invitation Only)

  • Tuesday, March 24th * Chapel Grille * 3000 Chapel View Boulevard, Cranston, RI  * 6:30 PM (Please arrive 15 minutes early)
  • Thursday, March 26th * The Capital Grille * 10 Memorial Boulevard, Providece, RI  * 6:30 PM (Please arrive 15 minutes early)
 

Legacy Planning Presentation (Presenter Paul A. Bruel, Esq.):

  • Thursday, March 19th, * Massey And Associates, Inc. *250F Centerville Rd, Warwick, RI - Education Room * 10:30 AM to Noon
  • Saturday, March 21st  * Massey And Associates, Inc. *250F Centerville Rd, Warwick, RI - Education Room * 10:30 AM to Noon
 

Market Insights with Tom Siomades, CFA (Client Event and Guests of Clients)

  • Tuesday, March 31st * Crown Plaza Hotel * 801 Greenwich Avenue, Warwick, RI

    • Dinner will be served at 6 PM (check-in at 5:45 PM)

    • Presentation will start promptly at 7 PM

 

APRIL EVENTS:

Financial Dinner Seminars:

  • Tuesday, April 21st * Chapel Grille * 3000 Chapel View Boulevard, Cranston, RI  * 6:30 PM (Please arrive 15 minutes early)
  • Thursday, April 23rd * The Capital Grille * 10 Memorial Boulevard, Providece, RI  * 6:30 PM (Please arrive 15 minutes early)


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