Legacy Benefit Advisors

Events / Calendar

At LBA we offer virtual and in-person workshops to help folks at all stages of retirement. Check out our calendar below to see our upcoming events and click on the Eventbrite link for more information and to sign up. Don't hesitate to reach out to us with any questions or special requests!

We also offer our virtual and live workshops on demand. LBA is closely aligned with the Labor Community and specializes in Union and Local specific workshops. If your group would like to schedule a workshop, please contact us.

“Medicare, Social Security and Retirement Planning”

Medicare options, your “health, lifestyle, and budget” matter.
Maximize your Social Security benefit.
Manage and maximize your income in retirement.
“Age-appropriate investing”.

“First Steps Towards Financial Independence”

Pay yourself first.
The “wealth pyramid”.
Reduce debt.
Protect what you “can’t afford to lose”.
“Define and refine your financial goals”.

LBA is proud to be aligned with the
RI Labor Community

All LBA Consultants are members of
OPEIU Local 25

LBA is proud to be aligned with the
RI Labor Community

All LBA Consultants are members of
OPEIU Local 25

Events / Calendar

LBA is proud to be aligned with the RI Labor Community All LBA Consultants are members of OPEIU Local 25

LBA is proud to be aligned with the RI Labor Community All LBA Consultants are members of OPEIU Local 25

Events / Calendar

LBA is proud to be aligned with the
RI Labor Community

All LBA Consultants are members of
OPEIU Local 25

LBA is proud to be aligned with the
RI Labor Community

All LBA Consultants are members of
OPEIU Local 25