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
  • Bryant University – Smithfield, RI
  • New England Institute of Technology (East Greenwich, RI Campus)
  • Fall River, MA – (CWCE – Bristol Community College)
  • UMass Dartmouth – Campus Center Conference Room

The classes are educational in nature, and do not promote specific investments. They 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 (see below).  These locations are subject to change. 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 Portsmouth, RI; Windsor, CT; Meriden, CT; Dedham, MA; and Mars Hill, ME.  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. 

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® & Passport to Retirement®

Retirement Planning Today® & Passport to Retirement® are both six-hour (two three-hour sessions) classes 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 four 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 Bristol Community College in Fall River, MA.  The classes at Bryant University and at the New England Institute of Technology are considered Passport to Retirement® courses.

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.

 

Donald C. Horne, AIF®, CLU®, CFP®

Instructs the classes at the University of Rhode Island. 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 2022 classes at URI are scheduled for 6:30pm - 9:30pm on:

  • Thursday Evenings:    September 29th  &  October 6th
  • Tuesday Evenings:      October 4th  &  October 11th

To register for one of these classes, please click here.

 

Michael R. Toole, CFP®, AIF®

Instructs the Passport to Retirement® classes which are held at Bryant University, New England Institute of Technology, and Gillette Stadium. To see Mike’s Bio, click here.

The 2022 classes at New England Institute of Technology are scheduled for 6:30pm - 9:30pm on:

  • Thursday Evenings:    Oct 6th  &  Oct 13th
  • Tuesday Evenings:      Sep 27th  &  Oct 4th

    To register for one of these classes, please click here.

     

    Erik Johnson, AIF®

    Instructs classes being held at Rhode Island College. These classes are to be held in the Student Union Building within Room 307. To see Erik's bio, click here.

    The 2022 classes at Rhode Island College are scheduled for 6:30pm - 9:30pm on:

    • Thursday Evenings:    Oct 20th  &  Oct 27th
    • Tuesday Evenings:      Oct 25th    &   Nov 1st

    To register for one of these classes, please click here.

     

    Bob Beese, AIF®, ChFC®, CLTC®

    Instructs the classes being held at The Bristol Community College on the Fall River, MA campus (777 Elsbree Street, Fall River, MA 02720 in Building C Room 113). These classes are sponsored by the BCC Center for Workforce and Community Education. For additional information, you can also contact Bristol Community College at 508-678-2811 ext. 2154.

    The 2022 classes at Bristol Community College are scheduled for 6:30pm - 9:30pm on:

    • Tuesday Evenings:      September 27th  &  October 4th 
    • Thursday Evenings:    September 29th  &  October 6th

    To register for one of these classes, please click here.

     

    You can also reach out to us directly at 401-244-3200. Or, contact Don, Bob, Erik, or Mike via email at donhorne@pioneer-financial.comrobertbeese@pioneer-financial.com, erik.johnson@pioneer-financial.com or michael.toole@pioneer-financial.com.

    Don, Bob, Mike, and Erik 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® and Passport to Retirement® 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 401-244-3200, or by e-mail at donhorne@pioneer-financial.com.