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.

Taxes in Retirement

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 29
6:30 pm - 7:30 pm
August 30
6:30 pm - 7:30 pm
August 31
6:30 pm - 7:30 pm
September 19
6:30 pm - 7:30 pm
September 20
6:30 pm - 7:30 pm
September 26
6:30 pm - 7:30 pm
September 27
6:30 pm - 7:30 pm

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.

September 6
6:30 pm - 7:30 pm
September 7
6:30 pm - 7:30 pm

Estate Planning

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

August 16
6:30 pm - 7:30 pm
August 17
6:30 pm - 7:30 pm

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.

September 21
10:00 am - 11:00 am
September 21
6:30 pm - 7:30 pm

Shred Day

Haul your old documents and papers to our office to get a jump start on your spring cleaning.

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!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.