EDUCATIONAL CLASSES
Retirement Planning Today®
Avoid retirement roadblocks and learn strategies to plan your future with confidence!
In our Retirement Planning Today® seminars we teach strategies to: determine the amount of money you need to retire, how inflation can impact your retirement planning decisions, ways to plan income retirement to preserve a comfortable standard of living, and more!
Passport to Retirement®
Are you on track to accumulate the savings you will need to enjoy the retirement lifestyle you deserve?
In our Passport to Retirement® seminars we teach strategies to: access potential sources of retirement income, improve your potential for investment gains, manage financial risks, preserve wealth for heirs, evaluate choices when claiming social security, and more!
Don Horne, CLU®, CFP®, AIF® - Financial Advisor
Don teaches Retirement Planning Today® at
The University of Rhode Island
Independence Square Foundation Building
Large Conference Room
25 W. Independence Way, Kingston, RI 02881
2026 Classes:
All classes are held from 6:30pm to 9:30pm
Thursdays - 1/29 & 2/5
Tuesdays - 2/3 & 2/10
Bob Beese, AIF®, ChFC®, CLTC® - Financial Advisor
Bob teaches Retirement Planning Today® at
Community College of Rhode Island
Newport Campus
1 John H Chafee Blvd
Newport, RI 02840
2026 Classes:
All classes are held from 6:30pm to 9:30pm
NEW CLASS DATES COMING SOON!
Erik Johnson, CFP®, AIF® - Financial Advisor
Erik teaches Retirement Planning Today® at
Rhode Island College
Alex & Ani Hall, Room 138
600 Mount Pleasant Avenue
Providence, RI, 02908
2026 Classes:
All classes are held from 6:30pm to 9:30pm
Wednesdays - 3/18 & 3/25
Mondays - 3/23 & 3/30
Michael Toole, CFP®, AIF®- Financial Advisor
Mike teaches Passport to Retirement® at
Bryant University
Business Entrepreneurship Leadership Center, Room N257
100 Salem Street
Smithfield, RI 02917
2026 Classes (click below dates to register):
All classes are held from 6:30pm to 9:30pm
Our Approach
Our advisors are genuinely engaged in the process of creating financial plans, making for a truly personalized approach.
Our Services
We offer a wide range of products and services, ensuring clients only need to make one stop for all planning needs.
Contact Us
Reach out today to learn how we can give you the confidence to pursue your passions and dreams.