Estate & Tax Planning in Retirement
Estate & Tax Planning in Retirement Estate and Tax Planning Strategies for Retirement Confidence May 12 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for […]
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.
Estate & Tax Planning in Retirement Estate and Tax Planning Strategies for Retirement Confidence May 12 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for […]
Social Security Blueprint June 2 @ 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 Social Security Strategies to Maximize Your Retirement Benefits June 4 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial […]
Estate & Tax Planning in Retirement July 7 @ 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 […]
Decoding Digital Assets Cryptocurrency Workshop to Learn About Bitcoin, Blockchain and More July 8 @ 6:30 pm - 7:30 pm Join us for a hands-on workshop to learn all about […]
Estate & Tax Planning in Retirement July 9 @ 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 […]
The Psychology of Retirement Movie July 15 @ 6:30 pm - 8:00 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into […]
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