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.
Social Security Blueprint February 3 @ 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 February 4 @ 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 […]
Estate & Tax Planning in Retirement March 24 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost your financial […]
Estate & Tax Planning in Retirement March 26 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost your financial […]
Social Security Blueprint April 14 @ 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 April 16 @ 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 […]
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The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
