Retirement Cake Party
Rhode Island + Massachusetts
Retirement deserves more than a card in the break room. Bring on the Death by Chocolate.
Bring 10–30 people from your work family. We’ll bring the cake and a laid-back 45-minute retirement road map covering Social Security, Medicare, and tax mistakes to avoid — then keep the celebration going with cornhole, karaoke, or fun trivia.
Cake on us • Appetizers possible • Plan about 30 days ahead
People from your work family
Relaxed retirement conversation
Social Security, Medicare, tax mistakes
Death by Chocolate — on us
One last gathering. A clearer next chapter.
You’ve built years of memories with the people you work beside. This event gives you a reason to celebrate them while taking a practical look at the decisions just ahead.
It is intentionally simple: a slice of cake, a relaxed conversation, and a retirement road map designed to help you know what questions to ask next.
Three conversations worth having before your last day.
No lecture hall. No marathon presentation. Just a practical overview of the retirement topics that tend to create the most questions.
Social Security
Timing choices can affect how your retirement income fits together. We’ll cover the questions to ask before you decide.
Medicare
Get oriented around the transition, common timing issues, and what to have on your checklist as retirement gets closer.
Tax mistakes to avoid
Learn the kinds of tax-related oversights worth watching for so you can have more informed conversations about your retirement plan.
Yes, there’s cake. Very serious cake.
Death by Chocolate cake is on us. Appetizers may be possible. Once the 45-minute retirement conversation wraps up, keep the room social with an activity that fits your group.
From “we should do something” to party planned.
Pick your preferred location
Use the short form below and tell us where you would like to host the event. We’ll follow up with the details.
Give us about 30 days
The event requires roughly 30 days of planning notice so the room, cake, invitations, and presentation can be coordinated.
Invite the work family
Plan for 10–30 coworkers. As part of planning, you’ll provide 15–30 contact emails so invitations can be sent.
Seven places to make it easy for your group.
Select the location you prefer when you register. Our team will reach out after the form is received with event details.
Tabor-Franchi VFW (formerly Mike’s Kitchen)
170 Randall St., Cranston, RI 02920
La Familia Restaurant Cumberland
1666 Diamond Hill Rd., Cumberland, RI 02864
Portside Tavern Bristol
444 Thames St., Bristol, RI 02809
Innovate Newport
513 Broadway, Newport, RI 02840
Vetrano’s Restaurant Westerly
130 Granite St., Westerly, RI 02891
Burgundian Attleboro
55 Park St., Attleboro, MA 02703
La Familia Taunton
431 Winthrop St., Taunton, MA 02780
A few things to have in place before we plan.
Eligible workplace retirement plans
Your company should offer a 401(k), 403(b), 457, or TSP retirement option.
30-day planning notice
Please allow about 30 days so the event details can be coordinated properly.
15–30 invitation emails
During planning, be ready to provide 15–30 contact emails for event invitations.
Please acknowledge that while shared information remains confidential, you are authorizing Reliance Insurance and Advisory to contact you and attendees for offers and services. Your cooperation is appreciated for a successful event.
Tell us where to reach you. We’ll handle the rest.
No long application. Just the essentials so our team can follow up with event details and confirm fit.
Reliance Financial Group
481 Atwood Ave.
Cranston, RI 02920
Office: (401) 447-9227
Event line: (401) 206-4446
Start with the essentials
We’ll collect the invitation list and other planning details after we confirm your event.
Form submissions are also saved in WordPress under “Retirement Leads.” Email notifications are sent to the WordPress administrator email address.
The important details, without the fine-print hunt.
How long is the retirement conversation?
The planned presentation is a relaxed 45-minute conversation covering Social Security, Medicare, and tax mistakes to avoid.
How many coworkers can come?
The event is designed for roughly 10–30 people from your work family. During planning, you’ll be asked for 15–30 contact emails for invitations.
Is food included?
Death by Chocolate cake is on us. The invitation also notes that appetizers may be possible depending on the event.
What happens after I submit the form?
Our team will reach out shortly after receiving it to confirm the event details, eligibility, timing, and next planning steps.
Celebrate the people. Ask the retirement questions. Eat the cake.
Make your last days at work memorable — and walk into the next chapter with a clearer retirement road map.
Reliance Financial Group · 481 Atwood Ave., Cranston, RI 02920 · (401) 447-9227 · reliancefng.com
Existing registration site: yourfng.com. Event information and requirements are based on the supplied Retirement Cake Party invitation.
