Call our office today at 401-724-9400 or complete the box below and ask about scheduling one of our free inservice or workshops. If you have a specific need that you do not see here, please ask if we can provide a specialized inservice for your organization, clients or staff!
Southern New England's Certified Elder Law Attorney
Rhode Island, Connecticut, and Massachusetts
Wealth Management Workshops
Wealth management workshops are geared for high-net-worth and ultra-high-net-worth individuals. In our workshop, we discuss not only planning and investing but also philanthropic and legal planning services, among other specialized services.
Attorney Connelly offers his workshops for three groups - retirees, families, and business owners. Attorney Connelly has over two decades of experience as a professional fiduciary and advisor.
Retirees are living longer and leading more active lives, so it’s essential to develop a retirement plan that works for you and your loved ones while also mitigating risks that could make your hard-earned nest egg vulnerable. In our workshop, we discuss this with pre-retirees and retirees to overcome the challenges of such a profound lifestyle change. We discuss what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve your goals. We will also talk about the things that concern you, and strategies that can help alleviate those concerns. As your lifestyle changes, we discuss the importance of updating your financial plan to keep you moving in the direction you put into place.
Families and Individuals
At Connelly Law, we have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities accompanying wealth, and have learned what is and is not essential. We discuss the distinct needs of families including the importance of coordination with other professional advisors such as CPAs to help ensure your goals are in harmony with all aspects of your life.
Our discussion ranges from private wealth management to customized estate planning and wealth transfer, and the comprehensive financial planning and leading-edge resources that are available.
You've developed a successful business and want to see it last. But there are challenges as well as opportunities in the future. In our workshop, we discuss how you can further your success by giving you the confidence to focus on what has gotten you here. You’ve honed the skills necessary to prosper in the marketplace. We discuss all angles of the bigger picture – planning to pass on a legacy to the next generation to ensure those whom you have employed have options for retirement planning. We teach you how to understand the complexity of your current financial situation to create, implement and manage a plan designed to pursue your goals – personally and professionally.
Attorney RJ Connelly, III - Certified Elder Law Attorney, Professional Fiduciary
Offices in Pawtucket, RI, Mystic, CT, and Martha's Vineyard, MA
Rhode Island, Massachusetts, and Connecticut Certified Elder Law Attorney
"Southern New England's Certified Elder Law Attorney"
Call Connelly Law Today
Rhode Island Elder Law Attorney
Our office locations
Mystic, CT 06355
Rhode Island - Main Office
Pawtucket, RI 02860
East Chop, MA 02557
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This website includes general information about legal issues, issues affecting seniors and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice on specific legal issues and/or problems.