Financial Planning Events & Workshops

At Retire SMART, 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.

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. 

  • The Psychology of Retirement Movie

    Marcus Village Pointe Cinema 304 174, Omaha, NE, United States

    The Psychology of Retirement Movie July 15 @ 6:30 pm - 8:00 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into […]

  • Social Security Workshop to Help Maximize Your Retirement Income

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    Social Security Workshop to Help Maximize Your Retirement Income August 4 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad […]

  • Retirement Income Planning and Social Security Strategy Event

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    Retirement Income Planning and Social Security Strategy Event August 5 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad Starken, […]

  • The Psychology of Retirement Movie Event for Future Retirees

    Marcus South Pointe Cinema 2920 Pine Lake Rd, Lincoln, NE, United States

    The Psychology of Retirement Movie Event for Future Retirees August 12 @ 6:30 pm - 7:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they […]

  • ABCs of Medicare Workshop: Get Help to Enroll with Confidence

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    ABCs of Medicare Workshop: Get Help to Enroll with Confidence September 16 @ 6:30 pm - 7:30 pm Let us help you navigate the confusing and sometimes frustrating "sea of […]

  • Estate & Tax Planning in Retirement Workshop for Financial Confidence

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    Estate & Tax Planning in Retirement Workshop for Financial Confidence September 29 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed […]

  • Retirement Estate Planning Workshop On Trusts and Taxes

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    Retirement Estate Planning Workshop On Trusts and Taxes September 30 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost […]

  • The Psychology of Retirement Movie

    Marcus Majestic Cinema of Omaha 14304 W Maple Rd, Omaha, United States

    The Psychology of Retirement Movie October 7 @ 6:30 pm - 7:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into […]

  • Navigating IRMAA & Medicare

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    Navigating IRMAA & Medicare October 8 @ 6:30 pm - 7:30 pm Learn How to Avoid Medicare Surcharges & Keep More of Your MoneyAre you prepared for the hidden costs […]

  • Social Security Blueprint

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    Social Security Blueprint October 27 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad Starken, where you’ll gain practical strategies […]

  • Social Security Blueprint

    FNB Pkwy suite 13815 FNB Pkwy suite 400, Omaha, NE, United States

    Social Security Blueprint October 29 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad Starken, where you’ll gain practical strategies […]

  • The Psychology of Retirement Movie

    Marcus Edgewood Cinema 5220 S 56th St, Lincoln, NE, United States

    The Psychology of Retirement Movie November 4 @ 6:30 pm - 7:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into […]

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