With Panelists:

Elisabeth Hickox, CIMA ® CPWA ®, Private Wealth Advisor, Retirement Plan Specialist, Certified Investment Management Analyst, Certified Private Wealth Advisor, CORE Financial

Alex Finkelman, RWCS, CRIS, AAI, AIS, Rhode Island House of Representatives, District 74- Jamestown, Middletown

Andrew Tavares, CPA, MST, Partner, Tax Services Group, KLR