Broker Check
401-244-3200
Login

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;&#160;</sup>-&#160;Financial Advisor

Don Horne, CLU®, CFP®, AIF® - Financial Advisor

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:

Classes held from 6:30pm to 9:30pm

Thursdays - 9/24 & 10/1

Tuesdays - 9/29 & 10/6

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

Retirement Planning Today® at:

Community College of Rhode Island

Newport Campus

1 John H Chafee Blvd

Newport, RI 02840

 

2026 Classes:

Classes held from 6:30pm to 9:30pm


New Class Dates Coming Soon!

Learn more
Erik Johnson, CFP<sup>&#174;</sup>, AIF<sup>&#174;</sup> - Financial Advisor

Erik Johnson, CFP®, AIF® - Financial Advisor

Retirement Planning Today® at:

 Rhode Island College

Alex & Ani Hall, Room 138

600 Mount Pleasant Avenue

Providence, RI, 02908

 

2026 Classes:

Classes held from 6:30pm to 9:30pm


New Class Dates Coming Soon!

Learn more
Michael Toole, CFP&#174;, AIF&#174; - Financial Advisor

Michael Toole, CFP®, AIF® - Financial Advisor

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):

Classes held from 6:30pm to 9:30pm

Thursdays - 7/9/26 & 7/16/26

Tuesdays - 7/14/26 & 7/21/26

Learn More About Mike!
Brian Fuller - Financial Advisor

Brian Fuller - Financial Advisor


Passport to Retirement® at:

La Salle Academy

Routhier Hall

612 Academy Avenue

Providence, RI 02908


2026 Classes (click below dates to register):

Classes held from 6:30pm to 9:30pm

Thursdays - 9/17 & 9/24

Tuesdays - 9/22 & 9/29

Learn More About Brian!

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.

Explore Services

Contact Us

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

Contact Us Today