Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

03 Oct
10/3/23 Rhode Island Chapter of Operating Room Nurses Educational Seminar - Retirement, Social Security, Healthcare/Medicare Seminar


Retirement Planning inclusive of Social Security, Healthcare and Medicare Planning!

Medicare Annual Enrollment (Oct. 15th - Dec. 7th)

Turning 65? Or Losing Your Employer Group Healthcare Plan Due To Retirement?

Need To Make Changes To Your Existing Medicare Plan?

You Have Questions... We Have Answers!

When it comes to your Retirement, Healthcare/Medicare and Wealth Management needs, our experienced team of financial and healthcare professionals provides top-notch, individualized Financial/Retirement Planning, Social Security and Healthcare/Medicare advice. We are here for you to help you and your family gain the financial freedom you deserve to achieve your goals through all major life transitions. Our mission has always been to provide peace of mind to simplify the financial and healthcare process and to ensure your overall plan coincides with each of your individual and family retirement income streams (Cash Flow) to ensure financial longevity throughout retirement.

Rather than being told what to do with your money, we work with you to feel in control of your wealth and your healthcare needs and provide you with the financial freedom you deserve.

Date and Time

Tue, Oct 03, 2023

5:30p - 8:00p EST


The Greenwood Inn

0350 Jefferson Boulevard
Warwick, RI 02886


5:30pm - 6:00pm Registration 6:00pm - 7:00pm Seminar 7:00pm - 8:00pm Questions and Answers

View on Map

Event Registration

Thank you!

Error processing your request. Please try again at a later time.