Social Security Blueprint
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 […]
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.
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 […]
Social Security Blueprint August 4 @ 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 August 5 @ 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 August 12 @ 6:30 pm - 7:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into […]
Proactive Tax & Exit Planning August 21 @ 9:00 am - 10:00 am Get ready to learn how to navigate taxes and plan your exit strategy like a boss at […]
ABC’s of Medicare September 16 @ 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 September 29 @ 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 confidence and […]
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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.