Retire SMART LLC

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 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 […]

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, 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 […]

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 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 […]

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 information" we call Medicare.If you're nearing retirement—or already there—Medicare can feel like a confusing sea of rules, deadlines, and decisions. That’s why we’re offering a complimentary […]

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 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 […]

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 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 […]

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 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 […]

Navigating IRMAA & Medicare October 8 @ 6:30 pm - 7:30 pm Learn How to Avoid Medicare Surcharges & Keep More of Your MoneyAre you prepared for the hidden costs of Medicare? Many retirees are shocked to learn that their income can trigger higher Medicare premiums—known as IRMAA (Income-Related Monthly Adjustment Amounts)—costing them thousands of dollars […]

Social Security Blueprint October 27 @ 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 October 29 @ 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 November 4 @ 6:30 pm - 7:30 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 November 17 @ 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 […]