Independence News

Current Financial Topics from 401k to Retirement Strategies to News and Local Independence Financial Partners Events

Kevin Beaulieu, ChFC©, AIF® will speak at 401(k) Seminar in Providence

Kevin Beaulieu, ChFC©, AIF®, Managing Partner speaker at 401(k) Seminar in Providence, RI

December 1, 2015 – Today, Independence Financial Partners’ Kevin Beaulieu, ChFC©, AIF® will join panelists William E. O’Gara and Bernard A. Jackvony of Pannone Lopes Devereaux & West in presenting a seminar on new court decisions regarding 401(k) Plans. The seminar, called Limiting Your Liabilities, Managing ERISA 401(k) Plans in a New Legal Environment will cover fiduciary duties of care and loyalty, compliance and regulatory case law, fiduciary compliance and plan design, and more.

The event will take place from 8 a.m. to 10 a.m. at Pannone Lopes Devereaux & West Boardroom, 317 Iron Horse Way, Suite 301, Providence, RI. Guests can enjoy a continental breakfast.

Contact Geri Riccio for more information. 401-824-5100; This email address is being protected from spambots. You need JavaScript enabled to view it. .

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Investing in Renewable Energy: The Time is Now

Investing in Renewable Energy: The Time is Now

On Monday November 30, 2015 about 50,000 politicians, economists, and environmental activists representing 150 nations and the European Union will gather in a Paris suburb.  The goal for many is to develop a legally binding document to limit temperature increase to 2 degrees Celsius.*  In order to halt the production of greenhouse gases, there needs to be less reliance on fossil fuels (coal, oil, natural gas) and more on renewable energy (solar, wind, water, hydrothermal).

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Randal Poirier ChFC® is Season Sponsor of Island Moving Co.’s Newport Nutcracker at Rosecliff

Randal Poirier ChFC® is Season Sponsor of Island Moving Co.’s Newport Nutcracker at Rosecliff

11/16/2015 – Newport, RI – Independence Financial Partners is pleased to share that Randal Poirier ChFC® is the 2015 Season Sponsor of Island Moving Co.’s Newport Nutcracker at Rosecliff. The performance is a long-standing holiday tradition in Newport, and this year marks the production’s 14th season.

Poirier will be treating clients and friends to a private performance of the ballet to celebrate the holidays.  “I have long been a supporter of Island Moving Co.,” said Poirier, “I am thrilled to be able to combine my commitment to the arts with this special evening for my company.  The Nutcracker at Rosecliff is a fabulous event and I’m proud to be part of its continued success.”

Performances will begin on Friday, November 27th and conclude, after 14 shows, on Friday, December 4th.

For information about the Newport Nutcracker at Rosecliff, visit islandmovingco.org and newportmansions.org or call 401 847-4470.

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Local Financial Planner Donates 50 Thanksgiving Pies to the Little Compton Food Bank

Local Financial Planner Donates 50 Thanksgiving Pies to the Little Compton Food Bank

Press Announcement

Little Compton, RI (November 6, 2015) - Randal Poirier, ChFC, Financial Planner and Partner with Independence Financial Partners, recently donated 50 Thanksgiving pies to the Little Compton Food Bank to help contribute to the annual Thanksgiving meal baskets that the Food Bank provides to those in need within the local community.

Randal has been a regular supporter of several local Little Compton, RI charities over the last decade and stated, “I feel extremely fortunate that I have been able to give back to this amazing community which has given me so much success and an unmatched quality of life along the way. It’s a great feeling to have made a small impact on the enjoyment of the Thanksgiving holiday for some families within our town.”   

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John Gautreaux, ChFC®, hosts chocolate and wine tasting even for clients and friends

John Gautreaux, ChFC®, hosts chocolate and wine tasting even for clients and friends

Warwick, RI (November 10, 2015) – John Gautreaux, ChFC®, hosted a chocolate and wine tasting event for clients and friends of the firm. Held at The Savory Grape in East Greenwich, RI, the event was attended by approximately twenty guests and members of Mr. Gautreaux’ s firm including, his Client Care partner, Gail Trapp and business coach William Rambo.

Guests enjoyed a selection of wines from Italy, an assortment of dark chocolates, and a sampling of delicious hors d’oeuvres. Mr. Gautreaux shared a few brief comments with his guests that centered on his thanks for their contributions to building his practice as well as recent additions and improvements to his firm. Most notably, this included the addition of IFP 360° to his firm’s suite of financial planning services.

Gautreaux commented during the event, “We wouldn’t be here if it wasn’t for the trust and confidence you have placed in us. We are committed to creating a meaningful experience for each of our valued clients”.

For an event recap, click here.

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100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

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Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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