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

•"Rejuvenate Your Retirement"- An Educational Course for Retirees  ♦ Bryant University ♦ May 2 & May 9  ♦ 9:30 a.m. - 11:30 a.m.
•"Rejuvenate Your Retirement"- An Educational Course for Retirees♦ Bryant University ♦ May 4 & May 11 ♦ 1:00 p.m. - 3:00 p.m.

•May 16, 2017 6:30 p.m.  ♦ Flemings Prime Steakhouse & Wine Bar ♦ One West Exchange Street, Providence, RI 02903
•May 17, 2017 6:30 p.m.  ♦  The Capital Grille  ♦ 10 Memorial Boulevard, Suite 101, Providence, RI 02903
•June 13, 2017 6:30 p.m. ♦  Chapel Grille Restaurant ♦ 3000 Chapel View Boulevard, Cranston, RI 02920
•June 14, 2017 6:30 p.m. ♦  Meritage Restaurant ♦ 5454 Post Rd. East Greenwich, RI 02818


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

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