Planning The Retirement You Deserve – Dinner Presentation

We hope you will join us for a Complimentary Retirement Event on Thursday, November 13th, 2025, at Circe Prime (Formerly Chapel Grille) in Cranston, RI.

At our events, you’ll learn crucial strategies to help you retire with confidence in an ever-evolving retirement landscape.

We will be discussing:

• Tax-efficient strategies to consider
• Ways to preserve your retirement savings
• Building a planning strategy to withstand the unexpected
• Inflation- Ways to maintain your purchasing power in retirement

These presentations are 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 before and during the presentation. Please plan to arrive by 6:15 PM. Late arrivals may not be admitted and may be rescheduled for a future presentation.