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

FEBRUARY EVENTS:

Financial Dinner Seminars:

  • Tuesday, February 25th * Chapel Grille * 3000 Chapel View Boulevard, Cranston, RI  * 6:30 PM (Please arrive 15 minutes early)
  • Thursday, February 27th * Tavolo Wine Bar & Tuscan Grille * 2099 Post Road, Warwick, RI  * 6:30 PM (Please arrive 15 minutes early)
 

MARCH EVENTS:

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:

  • 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)
 

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)


RSVP Today!

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

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