Event Phone: 401-732-1100
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Business Education Session
May 5, 2023
9:00 am - 10:00 am
MUST BE PRE-REGISTERED BY THURSDAY, MAY 4th AT 4:00 PM TO ATTEND
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:
- What the SECURE Act 2.0 legislation means
- Impacts for those close to retirement vs. those with time to plan
- 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: Massey and Associates, Inc.
Venue Phone: 401-333-8000
Venue Website: https://masseyandassociates.com/
Address:
Description:
YOUR DREAMS MATTER
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.