Events & Workshops


We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Events and Workshops

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About Our workshops

At Retire SMART, we hold informational workshops for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our workshops include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a workshop, feel free to schedule a one-on-one, no-obligation meeting.

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Our helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your information to get your guides!

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