Community

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.

meeting