ABCs of Medicare Workshop: Get Help to Enroll with Confidence
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 […]
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.
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 […]
Retire SMART is excited to present Jessie Iwuji September 21 @ 6:30 pm Retire SMART is excited to present Jessie Iwuji Be inspired by NASCAR driver, entrepreneur, and former Navy officer […]
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 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 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 MoneyAre you prepared for the hidden costs […]
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 retirement—or […]
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 […]
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