Upcoming Events

    • 09/18/2019
    • 11:00 AM - 2:00 PM
    • Bryant University, Fisher Student Center

    Join us for the CFP Board Ethics Program being held on September 18 at Bryant University.  This event is being held at the Fisher Student Center in the Papitto Dining Room.  A boxed lunch will be served.  This program has been approved for 2 CFP ethics credits and 2 RI insurance ethics credits.  

    • 10/19/2019
    • 9:30 AM - 12:00 PM
    • Cranston Public Library, 140 Sockanosset Cross Rd, Cranston, RI 02920

    Free one-on-one personalized financial advice.
    Free financial workshops!

    No strings attached.

    In today’s uncertain economy, planning for your financial future is more important than ever. Don’t miss an opportunity for a free, private consultation on financial issues that matter to you with highly qualified CERTIFIED FINANCIAL PLANNER™ professionals.

    In addition to one-on-one consultations, there are workshops on a variety of financial topics throughout the day. Stay as little or as long as you’d like.

    It’s all free. Bring a friend! REGISTRATION NOT REQUIRED.

Past Events

07/10/2019 July Education Session
04/10/2019 April Education Session

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