Events

what makes Woodard & Clark unique compared to other similar businesses is our customer appreciation.  Browse this page to see what events we've done recently and what we are offering in the near future...

Social Security Seminars

May, 2018 dates to be announced

 

Woodard & Clark hosted 3 seminars on Thursday, November 6, Tuesday, November 11, and Wednesday, November 12, 2014 at 6pm (the third had to be added because of the huge waiting list!!) at The Country Inn restaurant in Warren, RI, with John F. Woodard, Jr., CPA as the presenter.  The seminar included dinner and was free to anyone over the age of sixty (60).  All three seminars completely sold out!!  We were greatly pleased by how many people showed up and by the extremely positive feedback that we recieved!!

 

Participants learned some of the the little-known techniques to optimize Social Security benefits and were introduced to our exclusive benefits optimization tool. If you or someone you know could benefit from learning more about optimizing Social Security Benefits, please Contact us at (401) 433-5858 and we will put you on a list for our upcoming seminars or, if you need to speak with someone now, we wil get you in to see John for a complimentary consultation. Because the purpose of the seminar is to have a thoughtful, inclusive discussion, we limit participation.

 

Shredding Event

Saturday, May 12, 2018 8am to 12pm

 

While Spring cleaning, so many of us have confidential papers that we're afraid to just throw out without making sure they don't contain any confidential information.  We have the solution for you!

Throw them in a bag or a box and come to our annual shredding event.

Starting this year, we will be having our shredding event on the second Saturday in May to correspond with the Letter Carriers' Stamp Out Hunger® Food Drive.  There will be a box on-site for the collection of non-perishable food items which will then be brought to the RI Community Food Bank by Rhode Island's letter carriers.

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Date and Time:  Saturday, May 12, 2018 8am - 12pm

Location:  in the parking lot at Woodard & Clark • 1445 Wampanoag Trail • Riverside, RI 02915

 

 

Wine Tasting Cruises

Next date TBD

 

To show our appreciation to our clients, we held two wine tasting cruises.

 

They were taken on an extraordinary tour of Newport Harbor and Narragansett Bay, passing by historic lighthouses, Fort Adams, Clingstone, and numerous scenic landmarks. 

 

While on board, they sampled roughly 20 wines from JC Import Company, an importer of Chilean varietals that are grown in the Andes Mountain Range of South America.

 

Date and Time:  Friday, June 28 from 6pm to 7:30pm

Departed from:  2 Bowen’s Ferry Landing in Newport, RI

Golf Outings

Summer 2018 Dates to be announced

18 holes of golf and lunch for free!

Create your own foursome and join us for lunch and golf at 

Crestwood Country Club

92 Wheeler Street

Rehoboth, Massachusetts

 

Throughout the summer, Woodard and Clark holds golf outings for our clients and their friends which include Lunch + 18 holes of golf and an informational seminar.

 

Call (401) 433-5858 for the schedule of upcoming golf outings and to register yourself and three of your friends for free!

 

 

(above)  Woodie at a past shredding event helping out in his pink Gloria Gemma support for breast cancer awareness shirt.  it was a great sucess!!

(above)  Woodie at November 11th Social Security Seminar at The Country Inn Restaurant in Warren.

RI Burn Foundation Fundraiser at The Fastnet Pub in Newport
One Broadway • Newport, RI • 02840

Thursday, August 10, 2017 7pm to Midnight

Woodard & Clark sponsored fundraiser. Raising money to send children who have suffered burns to summer and winter camps.  Read more about this amazing foundation.

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to PCA’s investment advisory/management services. John Woodard is an Investment Advisor Representative of PCA. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. PCA does not provide tax, legal or insurance advice or services.