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.

UPCOMING EVENTS:

May 17
Taxes In Retirement
6:00 pm - 7:00 pm

We present money saving tax strategies and discuss how to be proactive when it comes to planning your retirement. Registration is required. (This event is for people who are not current clients of Retire SMART.)

May 18
ABC’s of Medicare
6:30 pm - 7:30 pm

You have questions? We have answers! Let us help you navigate the confusing and sometimes frustrating “sea of information” we call Medicare. Registration is required. (Client Only Event)

May 19
ABC’s of Medicare
6:30 pm - 7:30 pm

You have questions? We have answers! Let us help you navigate the confusing and sometimes frustrating “sea of information” we call Medicare. Registration is required. (Client Only Event)

May 21
Shred Day!
9:00 am - 11:00 am

It’s time for some spring cleaning! Shred those papers you’ve been holding on to for years. We will have a shred truck at our office so you can securely dispose of old papers and documents.
Please register to secure a time slot—limit two Bankers boxes per person. (Client only event.)

May 25
Taxes In Retirement
6:00 pm - 7:00 pm

We present money saving tax strategies and discuss how to be proactive when it comes to planning your retirement. Registration is required. (This event is for people who are not current clients of Retire SMART.)

May 26
Taxes In Retirement
6:00 pm - 7:00 pm

We present money saving tax strategies and discuss how to be proactive when it comes to planning your retirement. Registration is required. (This event is for people who are not current clients of Retire SMART.)

June 1
Insurance 101
10:00 am - 11:00 am

In this class we will help you better understand your insurance policies. We will cover terminology, coverages, and other components that you should know about your policy. Registration is required. (Client only event.)

June 1
Insurance 101
6:30 pm - 7:30 pm

In this class we will help you better understand your insurance policies. We will cover terminology, coverages, and other components that you should know about your policy. Registration is required. (Client only event.)

June 8
Taxes In Retirement
6:00 pm - 7:00 pm

We present money saving tax strategies and discuss how to be proactive when it comes to planning your retirement. Registration is required. (This event is for people who are not current clients of Retire SMART.)

June 9
Taxes In Retirement
6:00 pm - 7:00 pm

We present money saving tax strategies and discuss how to be proactive when it comes to planning your retirement. Registration is required. (This event is for people who are not current clients of Retire SMART.)

June 29
Estate Planning
6:30 pm - 7:30 pm

Come learn about wills, trusts, and other components regarding the management and transfer of your estate after you pass. Registration Required. (Public Event.)

June 30
Estate Planning
6:30 pm - 7:30 pm

Come learn about wills, trusts, and other components regarding the management and transfer of your estate after you pass. Registration Required. (Public Event.)

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.

Get instant access to our Retirement Planning Kit

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