
Complimentary Financial Dinner Seminar
May 20
6:30 pm - 8:30 pm
We hope you will join us for a Complimentary Retirement Event on Tuesday, April 15th, 2025, at Circe Prime (Formerly Chapel Grille) in Cranston, RI at 6:30PM.
At our event, you’ll learn crucial strategies to help you retire with confidence in an ever-evolving retirement landscape.
Seating is limited! Reserve your spot now!
We will be discussing:
- Update on new Social Security legislation signed by the house and senate.
- 2024 Election Results- What is next for your retirement?
- Inflation- Ways to maintain your purchasing power in retirement, despite rising inflation.
- Is your planning strategy built to withstand the unexpected?
- Five areas of retirement planning to consider before retiring.
We hope to see you there! This information packed presentation is best suited for those who have saved at least $250,000 for retirement and are at least 55 years of age. We kindly request that all non-spousal guests be at least 55 years of age.
Please note: There will be no alcohol served or permitted prior to and during the seminar. Please plan to arrive by 6:15 PM. Late arrivals may not be admitted and may be rescheduled for a future seminar.
*Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.