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

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

“The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into retirement. The film addresses America’s #1 retirement fear—outliving their money—and emphasizes the […]

The Psychology of Retirement

Marcus Theater Majestic 14304 W Maple Rd, Omaha, NE, United States

“The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into retirement. The film addresses America’s #1 retirement fear—outliving their money—and emphasizes the importance […]

The Psychology of Retirement

Marcus Theater Majestic 14304 W Maple Rd, Omaha, NE, United States

“The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into retirement. The film addresses America’s #1 retirement fear—outliving their money—and emphasizes the importance […]

Event Series Social Security Blueprint

Social Security Blueprint

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

Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for making the most of your Social Security benefits. During this workshop, […]

Event Series Social Security Blueprint

Social Security Blueprint

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

Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for making the most of your Social Security benefits. During this workshop, […]

Event Series Social Security Blueprint

Social Security Blueprint

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

Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for making the most of your Social Security benefits. During this workshop, […]

ABC’s of Medicare

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

If you're nearing retirement or already in retirement, this complimentary seminar is a must-attend event. Medicare can feel like a confusing "sea of information," we are here to help you […]

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