Event Phone: 401-732-1100

Have your sales flatlined? After Q1, do your 2023 goals seem out of reach? Sales is a process.  Maybe it’s time to re-evaluate or re-fresh your process to make sure you can meet your goals.  In this in-person session, Executive Coach Erica Saccoccio will discuss key components of the “process” including:·       Prospecting·       Making Contact·       Presentations·       Following Read More

Event Phone: 401-732-1100

  The SECURE Act of 2019 and the recent enactment of the SECURE Act 2.0 established new provisions that will affect most Americans who are saving for retirement. . Don’t be caught unprepared!  Join us for this in-person conversation with Jeff Massey, Certified Financial Planner and President of Massey and Associates Inc. In this session, Read More