The Psychology of Retirement Movie
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 […]
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 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 October 8 @ 6:30 pm - 7:30 pm Learn How to Avoid Medicare Surcharges & Keep More of Your Money Are you prepared for the hidden […]
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 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 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 […]
Estate & Tax Planning November 17 @ 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 […]
ABC’s of Medicare November 18 @ 6:30 pm - 7:30 pm Let us help you navigate the confusing and sometimes frustrating “sea of information” we call Medicare. If you’re nearing […]
Estate & Tax Planning in Retirement November 19 @ 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 December 1 @ 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 […]
Strategic Charitable Giving December 2 @ 6:30 pm - 7:30 pm Maximize your impact! Learn strategic, tax-smart ways to give to charity while aligning with your financial goals. In retirement, […]
Social Security Blueprint December 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 […]
Navigating IRMAA & Medicare December 15 @ 6:30 pm - 7:30 pm Learn How to Avoid Medicare Surcharges & Keep More of Your Money Are you prepared for the hidden […]
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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.