Seminars - Providence Financial Management - Your Financial Specialists
Upcoming Seminars
PFM provides seminars focusing on multiple financial topics to provide individuals and employees the knowledge and tools to make smart financial decisions. PFM uses their vast resources and specialists to provide education on the following topics: retirement strategies / estate planning / medicare / debt reduction / holistic financial planning / college planning
RETIREMENT PLANNING 101
Build, Protect & Preserve Your Assets
Date: TBA
Guest Speakers:
Brian Winman
Regional Director, Fidelity Institutional
Elizabeth S. Phillips
Esq, Hackman & Phillips Elder Law RI LLC
John Travers
Managing Partner, American Senior Benefits
Todd Hurst
Regional Vice President, Jackson Financial
Steven Nystrom
Senior Vice President, CIM
LEARN ABOUT
- The complexity of maintaining retirement income and protecting assets
- Review the risks to retirement income/assets
- Medicare coverage and costs
- Basic estate planning and multi-generational planning
- Social Security & pension income strategies