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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,&#160;CLU<sup>&#174;</sup>, CFP<sup>&#174;</sup>, AIF<sup>&#174;</sup> - Financial Advisor

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

Register Here!
Bob Beese,&#160;AIF<sup>&#174;</sup>, ChFC<sup>&#174;</sup>, CLTC<sup>&#174;</sup>&#160;- Financial Advisor

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!

Registration Coming Soon
Erik Johnson, CFP<sup>&#174;</sup>, AIF<sup>&#174;</sup> - Financial Advisor

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

Register Here!
Michael Toole, CFP<sup>&#174;</sup>, AIF<sup>&#174;</sup>- Financial Advisor

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

Thursdays - 7/9 & 716

Tuesdays - 7/14 & 7/21

Learn More About Mike!

Our Approach

Our advisors are genuinely engaged in the process of creating financial plans, making for a truly personalized approach. 

Our Approach

Our Services

We offer a wide range of products and services, ensuring clients only need to make one stop for all planning needs.

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Contact Us

Reach out today to learn how we can give you the confidence to pursue your passions and dreams.

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