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.

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.

SMART Social Security Blueprint

Come learn how social security works in retirement and how to best utilize this benefit.

March 26
6:30 pm - 7:30 pm
Register
March 28
6:30 pm - 7:30 pm
Register

ABC's of Medicare

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.

Estate & Tax Planning in Retirement

Learn how to protect your estate and discover the best ways to provide security for your loved ones. Registration is required.

March 12
6:30 pm - 7:30 pm
Register
March 14
6:30 pm - 7:30 pm
Register
April 9
6:30 pm - 7:30 pm
Register
April 11
6:30 pm - 7:30 pm
Register

SMART Insurance Planning

This workshop will cover tips on increasing coverages without increasing your premium, avoiding pitfalls in your personal insurance plans, an explanation of coverages with claim examples, recent developments in the insurance industry, and a live Q&A session.

April 23
10:00 am - 11:00 am
Register
April 23
6:30 pm - 7:30 pm
Register

Digital Asset Workshop

How Digital Currency Affects the Economy

SMART Spend-Down Solutions

How to Stop Draining Your Assets in the Nursing Home and Avoid the Five-Year Look-Back

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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