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Client Events...Educational and Fun!

We enjoy hosting events that help clients, their friends and those that they hold most dear.  As our clients' advocates, enhancing their knowledge of the key issues that affect their lives is one of our top priorities.  By the way, we have a lot of fun doing it!  

These events are by "By Invitation Only" so please let us know if you are interested.

Please enjoy looking at some images from previous events below.  

Previous Events

December 2019 Holiday Event

December 2019 Holiday Event

In December of 2019, we held an appreciation event at Chapel Grille in Cranston, RI. We  celebrated our top advocates who introduce us to new clients throughout the year.  While we talked a bit about finances and the future personal planning that we can work together on, most of the evening was spent in cheerful conversation, while enjoying great food and beverages together.

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May 2019 Narragansett Beach Event

May 2019 Narragansett Beach Event

In May of 2019, we held an event at Narragansett North Beach Clubhouse. We talked about ways to build and protect a living legacy, had multiple generations (with awesome babysitters), kicked off beach season with some great food, drinks and laughs.  We even wrapped up the evening with live music from some clients and karaoke.

See the Photos
Client Centered

We typically have events throughout the year including a special event every December for top clients and advocates that have played a part in extending our client relationships through friends, family and co-workers.  

Topics throughout the years have focused on Building and Protecting Your Living Legacy, Market Updates, Social Security and Healthcare, Risk Management, and Creating a More Comfortable Retirement.

Have a Question? We are happy to help!

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Events are for entertainment and educational purposes only.  01/20