Retire SMART LLC

Estate & Tax Planning in Retirement March 24 @ 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 help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]

Estate & Tax Planning in Retirement March 26 @ 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 help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]

The Psychology of Retirement Movie April 8 @ 6:00 pm - 8:00 pm “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 of a solid, written retirement plan. It underscores how financial planning isn’t […]

Social Security Blueprint April 14 @ 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 for making the most of your Social Security benefits.During this workshop, you’ll learn:Why Social Security plays a vital role in building a strong retirement income planWhat […]

Social Security Blueprint April 16 @ 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 for making the most of your Social Security benefits.During this workshop, you’ll learn:Why Social Security plays a vital role in building a strong retirement income planWhat […]

The Psychology of Retirement Movie May 6 @ 6:30 pm - 8:00 pm “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 of a solid, written retirement plan. It underscores how financial planning isn’t […]

Estate & Tax Planning in Retirement May 12 @ 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 help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]

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 for making the most of your Social Security benefits.During this workshop, you’ll learn:Why Social Security plays a vital role in building a strong retirement income planWhat […]

Social Security Blueprint June 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 for making the most of your Social Security benefits.During this workshop, you’ll learn:Why Social Security plays a vital role in building a strong retirement income planWhat […]

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 confidence and help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]

Decoding Digital Assets July 8 @ 6:30 pm - 7:30 pm Join us for a hands-on workshop to learn all about how digital currency affects the economy!Bitcoin has undeniably generated interest and curiosity among investors and the general public. However, skepticism often accompanies this interest. Only 5% of boomers feel confident discussing cryptocurrency, highlighting the need for […]

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 confidence and help you make SMART, informed choices about your estate.Together, we’ll explore practical strategies to bring clarity to complex topics:Smart Moves for Couples – Learn […]