upcoming workshops

When it comes to your financial future, knowledge is the critical first step. Helping our community make informed financial decisions about the days ahead.


Our client workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial information. We offer informational seminars and guest speakers, as well as educational handouts, reference materials and product literature.

We invite all clients, referrals and visitors to attend our events. Please take the opportunity at these events to request a private consultation, scheduled at your convenience.

By attending an event or meeting, you may be offered insurance or investment products for sale.

Upcoming Events

• February 21, 2017 6:30 p.m. ♦ Chapel  Grille ♦ 3000 Chapel View Boulevard, Cranston, RI 02920
• February 23, 2017 6:30 p.m. ♦ Meritage Restaurant ♦ 5454 Post Road East Greenwich, RI 02818

• March 21, 2017   6:30 p.m. ♦ Capital Grille ♦ 10 Memorial Blvd, Ste 101, Providence, RI 02903
• March 23, 2017  6:30 p.m. ♦ Fleming's Steakhouse ♦ 1 W Exchange St, Providence, RI 02903

• April 18, 2017 6:30 p.m. ♦ Chapel  Grille ♦ 3000 Chapel View Boulevard, Cranston, RI 02920
• April 19, 2017 6:30 p.m. ♦ Meritage Restaurant ♦ 5454 Post Road East Greenwich, RI 02818



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For a complimentary strategy session, CLICK HERE to request an appointment with Jeffrey Massey.

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