Educational Programs
Leading through a Process of Education and Planning
The world of financial services is a complicated. Whether you are planning for yourself, your family or a business there are countless options to consider and costly mistakes can happen. So how do you minimize the risks while maximizing your opportunities? Educating yourself is one way to protect yourself or hiring a financial services professional is another. But what sources do you use to become educated and how do you know that the professional that you are hiring is going to make quality recommendations that are tailored to your situation? There are no simple solutions to solving these questions, but here at Pioneer Financial Group we go out of our way to make sure that our clients fully understand how the planning process works and why there is a need for developing a fee based comprehensive plan that is tailored to their individual situation. We will explain to them in a manner that is fully comprehensible, how certain financial products work and how they can be used in their particular situation. If they have a question we encourage them to ask. It’s important that our clients become educated consumers. Seperate from the financial plan and our role as financial planners, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Our educational efforts are not just limited to our clients. In the community, we have made a concentrated effort to team up with area colleges and associations to bring financial education to individuals who may be looking for information. With programs ranging from continuing education sessions with area associations to a 6 hour class on retirement planning, Pioneer has been actively providing public financial education. Our classes that are offered at the University of Rhode Island and the Community College of Rhode Island in Newport are educational in nature, and do not promote specific investments. The classes are open to the public and are offered several times throughout the year. If you are looking to get to get 6 hours of financial education in a true classroom setting we strongly encourage you to contact us regarding the times and dates that are available. At Pioneer Financial Group, we pride ourselves on our ability to educate our clients and the community on the complexities that today’s financial world. Whether you are looking to hire a new advisor or you are looking for general financial education, we encourage you to feel free to look to us as your educational resource.
Retirement Planning Today®
Retirement Planning Today® is a six hour class that is strictly educational and provides individuals an opportunity to learn about the complexities surrounding retirement planning for your future. This class is taught by Pioneer Financial Group’s instructors, currently in two locations. First at the University of Rhode Island in Kingston, Rhode Island and at the Community College of Rhode Island in Newport Rhode Island. The six hour class consists of two three hour sections that will be taught over the course of a week. At the University of Rhode Island, the class is instructed by Donald C. Horne, AIF, CLU, CFP, Vice President of Pioneer Financial Group. (To see Don’s Bio, Click here.) To learn more about our January & February 2012 classes, please follow this link, (Click here for registration information.) For additional registration information, please feel free to contact the university at 401-874-2170 or register online by clicking http://www.regonline.com/RPTatURI. The cost is $59.00 to attend which includes all course materials for the registrant. Registrants are welcome to bring a guest who will share the materials with the registrant. At The Community College of Rhode Island, the class is instructed by Robert Beese, Senior Associate for Pioneer Financial Group. (To see Bob’s Bio, (Click here.) To learn more about our January & February 2012 classes, please follow this link, (Click here for registration information.) For additional registration information, please contact The Community College of Rhode Island, Center for Workforce and Community Education at 401-333-7070. The cost is $59.00 to attend which includes all course materials for the registrant. Registrants are welcome to bring a guest who will share the materials with the registrant. Return to top
The Rhode Island Assisted Living Association
Pioneer Financial Group is pleased to announce that Pioneer has joined the Rhode Island Assisted Living Association (RIALA). (Click here to Visit RIALA’s home page) As a member of RIALA, Pioneer Financial Group is serving as a financial services resource to member facilities and their staff throughout the state of Rhode Island. Spearheaded by Art Colello, President of Pioneer-Financial Group, (Click here to See Art’s Bio) Pioneer has an opportunity not only to disseminate financial education and information regarding the value of leading through the process of doing an unbiased written fee based financial plan but also to explain the benefits in participating in the group discount program for long term care that has been established through John Hancock Long term care Insurance. Return to top
Continuing Education in the Community
If you have an Association or organization that you feel would benefit from a Continuing Education program for your members or the members of your community, we would love to hear from you. We have numerous presentations that have been pre-approved for use with organizations such as yours or, we can custom tailor a program to suit your needs. As with the Retirement Planning Today® classes, we will keep the material, strictly educational and all materials have been reviewed by FINRA when necessary. Long term care, disability, estate planning, and retirement planning, just to name a few, we have the educational and financial knowledge to serve you as a financial services resource. Call us today to set up an informational meeting with one of our Advisors. To do so, please contact Don Horne, by phone at 1-401-244-3200, or by e-mail at donhorne@pioneer-financial.com . Return to top 272586-012511
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