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.
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.
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.
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
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.
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.
