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(Advance registration is required. Seating is limited)
Seminar, dates and location listed below.
Call our automated line, anytime 24/7: (401) 236-5189
While you enjoy a delicious dinner prepared by Cru Café, we will help you address some of your most pressing retirement concerns.
- Do you want to live your life to the fullest without the fear of running out of money?
- What is the one thing, the most important action you need to take in order to move ahead during this part of your life?
- Will you be able to take that big trip you’ve always dreamed of...without worry?
This evening gives you the opportunity to think of your life in the context of your hopes and dreams.
Some of the subjects you may be interested in are the following:
- Your financial portfolio
- Taxes...and how to help minimize them1
- How to have income for life, when you don’t know how long you will live
- How expectations can satisfactorily meet reality
- Longevity issues
- Health care cost issues
- Inflation
- Legacy
- Make market volatility work for you*
- Focusing on long term goals*
This evening will be a great way to start your retirement journey. Please join us, and feel free to ask any question you want.
Press to Call and Register
Credible, Experienced Presenters:
Bill Geasey is the President of the Geasey Group, LLC located in Newport, RI. He has presented dozens of money related workshops to hundreds of Rhode Islanders. Bill has helped numerous entrepreneurs and corporate employees implement the principle-based strategies he discusses.
Doug Famous, CFP® is a financial adviser with Eagle Strategies LLC. He focuses on personal and corporate retirement planning. Doug diligently works with families and businesses to develop customized and diversified solutions to meet their financial goals. He works with clients in RI and throughout the country.
Why should you go?
Technology was supposed to make our lives simpler. Unfortunately, this hasn’t been the case. Our lives seem to get busier and much more complicated! We all have reasons to put off this big picture planning in favor of our daily distractions.
This seminar will help you in achieving your most cherished dreams.
Relax. Learn. Enjoy. Dinner is provided.
Upcoming Seminar Dates:
When: To Be Announced
Where: To Be Announced
Price: The event is FREE. Advance registration is mandatory since seating is limited and meals and materials are provided.
Press to Call and Register or Call (401) 236-5189 --- 24/7