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Event

The Retirement Roadmap

Workshops offering practical steps, expert advice, and member benefits for your retirement journey
By: NEARI
Published: September 24, 2025

Event Overview

Dates and Times

  • Monday, November 10, 2025
    10:00 AM - 2:00 PM (EST)

Cost

Free

Location

  • NEARI HQ
    Lower Level

Retirement is an adventure, and every journey is easier with a good map. Join us for a day of engaging sessions designed to help you navigate this exciting chapter - from planning your legal and financial route, to decluttering your home, to making the most of your NEA member benefits. You’ll leave with clear direction, expert tips, and confidence for the road ahead.

Elder Law Presentation led by Elizabeth Phillips, Esq.

From Lesson Plans to Estate Plans: Asset Protection Planning for Retirees

  • It's Elementary! Essential documents everyone needs no matter their age
  • The ABCs of Trusts: Revocable vs. Irrevocable Trusts
  • Post-Secondary Ed: How does one pay for Long Term Care and what are the RI Medicaid eligibility rules?
  • Extra Credit: Medicaid Planning Strategies for Couples and Individuals
  •  A Group Project: Helpful folks to have on your team to have a comprehensive plan. 

Decluttering & Downsizing Our Homes with Janine Cavanaugh, Certified Professional Organizer

Are you thinking about decluttering or downsizing your home? Planning a move to a smaller, more manageable space? Hoping to clear out years of accumulation so your children won’t be left to sort through it all? This presentation will share practical, resourceful tips to help you reduce your belongings and let go of what’s no longer used, needed, or truly necessary.

NEA Member Benefits with Michael Reilly, NEA Member Benefits Regional Director

Discover what NEA and NEARI Retired members can access for savings and discounts. Learn how to maneuver the neamb.com website.

  • Auto & Home Insurance
  • Retirement
  • Life & Accident Insurance
  • Shopping & Discounts
  • Travel Discounts
  • Health & Wellness

 

Lunch will be served

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A labor union and professional organization.

Our Association is a remarkable blend of union and professional organization, with a proud history of serving Rhode Island. Since its inception in 1845, our members have been at the center of every struggle to advance the finest of American dreams: the promise of a quality public education for every child. One in every 100 Rhode Islanders is a member - chances are, you know us already!
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