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Planning The Retirement You Deserve – Dinner Presentation

October 21, 2025
6:00 pm

Circe Prime
3000 Chapel View Blvd
Cranston, RI 02920

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We hope you will join us for a Complimentary Retirement Event on Tuesday, October 21st, 2025, at Circe Prime (Formerly Chapel Grille) in Cranston, RI.

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

We will be discussing:

  • What the “One Big Beautiful Tax Bill” could mean for your Retirement and Estate Plan including an update

    on new social security legislation

  • Tax-efficient strategies to consider
  • Ways to preserve your retirement money savings
  • Building a planning strategy to withstand the unexpected

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 presentation. Please plan to arrive by 6:15 PM. Late arrivals may not be admitted and may be rescheduled for a future presentation.