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
- 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 Westerly, RI; Portsmouth, RI; Dedham, MA; Longmeadow, MA; Avon, CT; Meriden CT; 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.
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® & 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 next classes at URI are scheduled for:
- Thursday Evenings on:
September 26th & October 3rd in 2019
6:30 p.m. until 9:30 p.m.
- Tuesday Evenings on:
October 1st & October 8th in 2019
6:30 p.m. until 9:30 p.m.
For additional registration information, click here.
Michael R. Toole, AIF®
Instructs the Passport to Retirement® classes that are held at Bryant University and also at the New England Institute of Technology on their East Greenwich, RI campus. To see Mike’s Bio, click here.
The next classes at Bryant University are scheduled for:
- Thursday Evenings on:
September 26th & October 3rd in 2019
6:30 p.m. until 9:30 p.m.
- Tuesday Evenings on:
October 1st & October 8th
6:30 p.m. until 9:30 p.m.
For more information on the classes at Bryant, click here.
The next classes at the New England Institute of Technology (NEIT) in East Greenwich, RI (to be held in the Hall of Fame Room on the first floor of the main campus) are scheduled for:
- Tuesday Evenings on:
October 29th & November 5th
6:30 p.m. until 9:30 p.m.
- Thursday Evenings on:
November 7th & November 14th
6:30 p.m. until 9:30 p.m.
For more information on the classes at NEIT, click here.
Erik Johnson
Instructs classes being held at the UMass Dartmouth campus. These classes are to be held in the Campus Center Conference Room – 2nd Floor Room 218.
The next classes at UMass Dartmouth are scheduled for:
- Thursday Evenings on:
October 10th & October 17th
6:30 p.m. until 9:30 p.m.
- Tuesday Evenings on:
October 15th & October 22nd
6:30 p.m. until 9:30 p.m.
For more information on the classes at UMass Dartmouth, click here.
Andrew Sylvia, AIF®
Instructs Passport to Retirement® classes being held at Dartmouth High School and Rhode Island College. To see Andrew’s bio, click here.
The next classes at Dartmouth High School (to be held in Room B28 on the main floor) are scheduled for:
- Thursday Evenings on:
January 23rd & January 30th in 2020
6:30 p.m. until 9:30 p.m.
- Tuesday Evenings on:
January 28th & February 4th in 2020
6:30 p.m. until 9:30 p.m.
For more information on the classes at Dartmouth High School, click here.
The next classes at Rhode Island College (to be held in the Welcome Center 402-403, Combined Conference Room)
- Thursday Evenings on:
February 6th & 13th in 2020
6:30 p.m. until 9:30 p.m.
- Tuesday Evenings on:
February 11th & 18th in 2020
6:30 p.m. until 9:30 p.m.
For more information on the classes at Rhode Island College, 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 K Room 219). These classes are sponsored by the BCC Center for Workforce and Community Education.
The next classes at Bristol Community College are scheduled for:
- Thursday Evenings on:
September 26th & October 3rd
7:00 p.m. until 9:30 p.m.
- Tuesday Evenings on:
October 1st & October 8th
7:00 p.m. until 9:30 p.m.
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, Erik, or Mike via email at donhorne@pioneer-financial.com, robertbeese@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.
