Projector

We host educational classes for local retirees and pre-retirees throughout Rhode Island and Massachusetts. These events are designed to help people better understand key retirement topics like Social Security timing, retirement tax planning, and creating reliable income in retirement. The focus is on financial literacy and community education in a welcoming, classroom-style setting. Workshops presented by our financial educators are intended to provide clear, useful information to pre-retirees and retirees. We manage the event coordination, registration, and promotion.

Educational presentation for seniors about the basics of Medicare and Social Security.

Are you interested in preserving your land for generations to come? This workshop will discuss what conservation/agricultural easements are, the legal framework of easements, landowner rights, the land acquisition process, and opportunities to work with Aquidneck Island Land Trust and the Natural Resources Conservation Service (NRCS).

Free to the public educational presentation focusing on shifting from saving to utilizing your income in retirement, focusing on strategies to help maximize your income by planning for the risks.