Event Phone: 401-732-1100

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  • Business Education Session
     May 5, 2023
     9:00 am - 10:00 am


Saving for your kids’ college? Want to make sure you have enough money for retirement?

There are new changes in legislation that could affect your plans.

Join us for a special session with Jeffrey Massey to go over the facts and make sure you are on track for all your goals. 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, Jeff will share:

  1. What the SECURE Act 2.0 legislation means
  2. Impacts for those close to retirement vs. those with time to plan
  3. Changes to student loans and 529s

Bring your questions, there will be time for Q & A.


Jeffrey H. Massey, CFP® is the president of Massey And Associates, Inc. a wealth advisory firm focusing on retirement planning, investment management, asset management, tax planning and legacy planning. A CERTIFIED FINANCIAL PLANNER™ professional with more than two decades of experience, Jeff hosts the weekly radio show “Massey on Money™” and is a frequent speaker at financial conferences and seminars.

Jeffrey is a U.S. Army veteran and a lifelong Rhode Island resident who supports and volunteers for a number of charitable organizations.






Massey & Associates, Inc is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Massey & Associates, Inc are not affiliated companies.

Our mission is to provide straightforward, sound financial advice in a manner consistent with meeting the goals and values of our clients.



Register prior to 5:00 pm the day before the event.  No walk-ins please.   


Venue Phone: 401-333-8000

Venue Website:

250F Centerville Road, Warwick, Rhode Island, 02886, United States



At Massey And Associates, Inc., we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.