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.

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.

July 30
6:30 pm - 7:30 pm
Register
August 1
6:30 pm - 7:30 pm
Register

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.

June 11
6:30 pm - 7:30 pm
Register
June 13
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.

August 27
10:00 am - 11:00 am
Register
August 27
6:30 pm - 7:30 pm
Register

Digital Asset Workshop

How Digital Currency Affects the Economy

June 18
6:30 pm - 7:30 pm
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June 20
6:30 pm - 7:30 pm
Register

SMART Spend-Down Solutions

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

June 29
10:00 am - 11:00 am
Register
June 29
1:00 pm - 2:00 pm
Register
August 24
10:00 am - 11:00 am
Register
August 24
1:00 pm - 2:00 pm
Register

Strategic Charitable Giving Workshop

Making decisions about where to direct your charitable gifts may be an activity that you are well practiced at, or it may be very new to you. Whatever your level of experience is, getting clear about your goals and intentions while understanding the tax benefits will help you on your philanthropic journey.

July 23
6:30 pm
Register
July 25
6:30 pm
Register

Ready to take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.