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 Movie July 21 @ 6:30 pm - 7:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition […]

The Psychology of Retirement

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

The Psychology of Retirement August 18 @ 4:30 pm - 6:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into retirement. […]

The Psychology of Retirement

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

The Psychology of Retirement August 18 @ 6:30 pm - 8:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into […]

Event Series Social Security Blueprint

Social Security Blueprint

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

Social Security Blueprint August 26 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for […]

Event Series Social Security Blueprint

Social Security Blueprint

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

Social Security Blueprint August 29 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for […]

Event Series Social Security Blueprint

Social Security Blueprint

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

Social Security Blueprint August 29 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Sean Swanson, where you’ll gain practical strategies for […]

ABC’s of Medicare

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

ABC’s of Medicare September 9 @ 6:30 pm - 7:30 pm If you're nearing retirement or already in retirement, this complimentary seminar is a must-attend event. Medicare can feel like […]

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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

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