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:

August 17
SMART Social Security Blueprint
6:30 pm - 7:30 pm

Come learn more about social security and how it works during retirement. Registration is required. (This event is for clients and those who want to learn more about Retire SMART.)

August 18
SMART Social Security Blueprint
6:30 pm - 7:30 pm

Come learn more about social security and how it works during retirement. Registration is required. (This event is for clients and those who want to learn more about Retire SMART.)

August 24
Taxes in Retirement
6:30 pm - 8:00 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.)

August 25
Taxes in Retirement
6:30 pm - 8:00 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.)

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

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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