Estate and Tax Planning in Retirement
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 […]
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 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 Workshop to Help Maximize Your Retirement Income August 4 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad […]
Retirement Income Planning and Social Security Strategy Event August 5 @ 6:30 pm - 7:30 pm Get ready for a valuable and informative session led by Financial Advisor Brad Starken, […]
The Psychology of Retirement Movie Event for Future Retirees August 12 @ 6:30 pm - 7:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they […]
Tax and Exit Planning Workshop for Entrepreneurs and Business Owners August 21 @ 9:00 am - 10:00 am Get ready to learn how to navigate taxes and plan your exit […]
ABCs of Medicare Workshop: Get Help to Enroll with Confidence September 16 @ 6:30 pm - 7:30 pm Let us help you navigate the confusing and sometimes frustrating "sea of […]
Estate & Tax Planning in Retirement Workshop for Financial Confidence September 29 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed […]
Retirement Estate Planning Workshop On Trusts and Taxes September 30 @ 6:30 pm - 7:30 pm Join Financial Advisor Mike Schudel and Estate Planning Attorney Colin Kastrick for an insightful workshop designed to boost […]
The Psychology of Retirement Movie October 7 @ 6:30 pm - 7:30 pm “The Psychology of Retirement” explores the emotional and psychological challenges individuals face as they approach and transition into […]
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