Broker Check
09 July
Thursday Classes - 7/9/26 & 7/16/26

Description

Preparing for retirement is probably the single, most important financial challenge you face today!

The financial markets can be volatile, health-care costs are rising, the future of Social Security is uncertain, tax laws change, and inflation continues to erode purchasing power. Many people haven’t accumulated the savings they will need to enjoy the retirement lifestyle they deserve after a lifetime of working.


This course will help you:
• Assess the costs of retirement
• Set realistic retirement goals
• Identify sources of income
• Invest now for the future
• Manage your taxes
• Help protect your wealth and assets
• Take retirement plan distributions
• Provide for your family and heirs
• Identify common roadblocks to success

Date and Time

July 9 - July 16, 2026

6:30p - 9:30p EST

Location

Bryant Business Entrepreneurship Leadership Center

Room# N257
100 Salem Street
Smithfield, RI 02917

Note

Tuition is $ 59.00 USD, which includes one workbook. You may bring your spouse or 1 guest at no additional cost. Please make check payable to Pioneer Financial Group and bring with you to class or mail to 117 Metro Center Blvd, Suite 2008, Warwick, RI 02886.

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Event Registration

Will you be able to attend this event?


Have a Question?

Michael Toole
Michael Toole
Pioneer Financial Group Financial Advisor
http://www.pioneerfg.com (401) 244-3200