Calendar of Events

Let Bruce and Lisa help you achieve your financial goals. Through a series of seminar events, you can gain the knowledge you need to build your financial health for your future.


Refer to this page often to view upcoming events.

To accommodate everyone, we ask that you make a reservation if you wish to attend one of our seminars. To RSVP, contact Jennifer Delumen at jdelumen@finsvcs.com or call 866.284.6016

2010 Events and Seminars

Event Date
 Time
  Site City
Tax Planning
 March 3rd
 6:00 PM
 Village Inn
 Narragansett
Tax Planning
 March 4th
 6:00 PM
 Atlantic Beach Club
 Middletown
Retirement Planning May 25th
 6:00 PM Atlantic Beach Club
 Middletown
Retirement Planning
 May 26th
 6:00 PM Village Inn
 Narragansett
Estate Planning
 July 14th
 6:00 PM Village Inn Narragansett
Estate Planning
 July 15th
 6:00 PM Atlantic Beach Club Middletown
Education Planning
 September 16th
 6:00 PM
    
Protection Planning
 October 20th
 6:00 PM Village Inn Narragansett
Protection Planning
 October 21st
 6:00 PM Atlantic Beach Club Middletown

 
Learn more: Products & Services | About Bruce | About Lisa | Calendar of Events | Licensing

Neither MassMutual or any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel on specific legal and tax matters.

Bruce Perreault is a registered representative of and offer securities through MML Investors Services, Inc., member SIPC. www.sipc.org Supervisory office, 10 Charles St, Ste 210, Providence RI 02904, (401) 435-3800.  Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.  True North Financial Group and People's Credit Union are not a subsidiaries or affiliates of MML Investors Services, Inc or MassMutual.

Lisa D'Amico is a registered representative of and offer securities through MML Investors Services, Inc., member SIPC. www.sipc.org Supervisory office, 10 Charles St, Ste 210, Providence RI 02904, (401) 435-3800.  Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.  True North Financial Group and People's Credit Union are not a subsidiaries or affiliates of MML Investors Services, Inc or MassMutual

• NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
• NOT FDIC OR NCUA INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT GUARANTEED BY ANY BANK OR CREDIT UNION
• MAY GO DOWN IN VALUE

CRN201107-122067