Financial Planning 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. 

The Psychology of Retirement Movie Event

Psychology of Retirement: Navigating America’s #1 Retirement Fear is a thought-provoking documentary that delves into the emotional and psychological aspects of retirement. As Americans increasingly face the prospect of retirement, the film explores the common fears and anxieties associated with this major life transition.

 

Feb 20
Estate & Tax Planning in Retirement
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Feb 21
State of the Market
The Durham Museum - 801 South 10th Street, Omaha, NE 68108
Feb 24
The Psychology of Retirement Movie
Marcus Edgewood Cinema - 5220 South 56th Street, Lincoln, NE 68516
Feb 25
ABCs of Medicare
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Mar 04
Digital Asset Workshop
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Apr 01
SMART Social Security Blueprint
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Apr 03
SMART Social Security Blueprint
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154

Feb 18
Estate & Tax Planning in Retirement
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Feb 13
SMART Social Security Blueprint
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Feb 12
Strategic Charitable Giving
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Feb 11
SMART Social Security Blueprint
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Jan 21
ABC’s of Medicare
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154
Jan 14
Estate & Tax Planning in Retirement
13815 FNB Pkwy suite 400 - 13815 FNB Parkway #suite 400, Omaha, NE 68154

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