Retirement & Community Education
Leading Through a Process of Education and Planning
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 six hour class (two three hour sessions) on retirement planning, Pioneer has been actively providing public financial education. We work with the local institutions and offer these classes in multiple locations including:
- University of Rhode Island – Kingston Campus
- CCRI Newport Campus (Center for Workforce & Community Education-CCRI)
- NEIT (East Greenwich, RI Campus)
- Westerly High School (Center for Workforce & Community Education-CCRI)
- Fall River, MA – (CWCE – Bristol Community College)
They 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 six hours of financial education in a true classroom setting we strongly encourage you to contact us regarding the times and dates that are available. These locations are subject to change. All registrations and tuition payments are handled by the institutions we work through. A normal tuition is $59.00 for the six hour course which includes one reference workbook and a guest.
At Pioneer Financial Group, we pride ourselves on our ability to educate our clients and the community on the complexities of 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 look to us as your educational resource.
Pioneer Financial Group is a comprehensive financial services firm established in 1999 that leads through a process of education and fee-based planning. Our headquarters are in Warwick, Rhode Island with additional branch offices located in Avon, CT; Longmeadow, MA; Portsmouth, RI; and Westerly, RI. We are part of the Securian Financial Network which allows us to be independently owned and operated while providing our advisors with the support and training of a highly recognized and well established financial services firm.
The Securian Financial Network, the marketing name for the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates, is a nationwide network of financial services firms. Products and services are offered and sold only by appropriately licensed entities and financial representatives. Securities and investment advisory services are offered through Securian Financial Services, Inc. Securian is a member of FINRA/SIPC. Visit Securian at www.securian.com.
Separate from the financial plan and our role as financial planner, 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.
Retirement Planning Today®
Retirement Planning Today® & Passport to Retirement are both six-hour (two three hour sessions) class that are strictly educational and provide you with an opportunity to learn about the complexities surrounding retirement planning for your future. Both cover essentially the same material. These classes are taught by Pioneer Financial Group’s instructors, currently in five locations. The Retirement Planning Today® classes started in October of 2009 at the University of Rhode Island in Kingston, RI and then were expanded to include Community College of Rhode Island in Newport, RI.
The locations continue to grow with the demand and are now also being taught at the Westerly High School in Westerly, RI; at The New England Institute of Technology on the East Greenwich, RI campus; and at the Bristol Community College in Fall River, MA. The two three hour sessions are held over the course of a week (i.e. Tuesday and the following Tuesday or Thursday and the following Thursday). Tuition is $59.00 and includes one reference workbook and a guest.
At the University of Rhode Island, the classes are instructed by Donald C. Horne, AIF®, CLU®, CFP®. Don is a principal of Pioneer Financial Group and has served as its Vice President since its founding in 1999. To see Don’s Bio, (Click here.) The next classes are scheduled for Thursday evenings, January 25th and February 1st and run from 6:30PM-9:30PM. The same class is also offered on Tuesday evenings, January 30th and February 6th from 6:30PM-9:30PM. For additional registration information, please feel free to contact the university at 401-874-2170 or register online by clicking here.
Don also teaches the classes being held at the Westerly High School. These classes are sponsored by the Center for Workforce and Community Education, a division of CCRI. Please stay tuned for the next classes at this location.
Michael Toole, AIF® teaches the Passport to Retirement® classes that are held at the New England Institute of Technology on the East Greenwich, RI campus. To see Mike’s Bio, (Click here). The next classes at this location are scheduled for Tuesday evenings, March 6th and March 13th or on Thursday evenings, March 1st and March 8th. For more information, please feel free to contact Liz Scanlon at 401-739-5000 ext. 3704 or register online.
On the Newport Campus of the Community College of Rhode Island, the classes are instructed by Robert H. Beese, Senior Associate for Pioneer Financial Group. To see Bob’s Bio (Click here). These classes are also sponsored by the Center for Workforce and Community Education, a division of CCRI. The next classes are scheduled for Saturday mornings, September 30th and October 7th and run from 9:00AM-12:00PM. The same class is also offered on Tuesday evenings, October 3rd and October 10th from 6:30PM-9:30PM. For additional information, please feel free to contact CCRI at 401-333-7070.
Bob also teaches the classes being held at The Bristol Community College on the Fall River, MA campus. These classes are sponsored by the BCC Center for Workforce and Community Education. The next classes are scheduled for Wednesday Evenings, March 21st and March 28th and run from 6:30PM-9:30PM in Room Q236. The same class is also offered on Thursday evenings, March 15th and March 22nd from 6:30PM-9:30PM in Room Q236. For additional information, please feel free to contact Bristol Community College at 508-678-2811 ext. 2154.
You can also reach out to us directly at 401-244-3200. Or, contact Don, Bob, or Mike via email at firstname.lastname@example.org, email@example.com, or firstname.lastname@example.org.
Don, Bob and Mike are registered representatives and investment advisor representatives of Securian Financial Services, Inc.
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 email@example.com.