Retire SMART Sponsorships
TEAMMATES – Tom Osbourne Disclosure
Tom Osbourne and TeamMates are not clients of Retire SMART and neither were they paid a fee for his appearance at the Lincoln Office grand opening. However, Mr. Osbourne and TeamMates were compensated for this endorsement indirectly, as such term is defined under SEC Rule 206(4)-1, due to the following arrangement: Effective as of March 3, 2025, Retire SMART, LLC, entered into an agreement with the TeamMates Mentoring, a 501(c)(3) organization, wherein Retire SMART is the recipient of certain advertising sponsorship rights, including use of the designation “Presenting Sponsor of the Osborne Family Legacy Golf Tournament,” which benefits the TeamMates Mentoring organization founded by Tom Osbourne. In connection therewith Retire SMART will also receive other benefits, including: two complimentary foursomes for the tournament; prime location at the shotgun start; up to 30 tickets for the post-golf event; use of the Retire SMART logo on all TeamMates.org printed materials, throughout the golf course and clubhouse, on the invitation and sponsorship form, in social media, and in the TeamMates annual report; photo of staff/golfers with TeamMates staff/celebrities prior to the start of the tournament; gifts for up to 3 staff members and 8 golfers; option to provide handouts/cards/gifts inside 130 golfer bags; and an invitation to the TeamMates fall gala. As consideration for this arrangement and the aforementioned benefits, Retire SMART is obligated to pay TeamMates, per the terms of such arrangement, a fee of $15,000 in 2025, $17,500 in 2026, and $20,000 in 2027.
University of Nebraska - Lincoln "Cornhuskers" Intercollegiate Athletics Sponsorship Disclosure
University of Nebraska-Lincoln’s Department of Intercollegiate Athletics (“Cornhuskers”) and Playfly Sports Properties, LLC (“PSP”) are not clients of Retire SMART, LLC nor SMART Wealth, LLC. However, Cornhuskers via PSP were compensated for this endorsement indirectly, as such term is defined under SEC Rule 206(4)-1, due to the following arrangement: Effective as of March of 2025, Retire SMART, LLC, entered into an agreement with the Cornhuskers, wherein Retire SMART is the recipient of certain advertising sponsorship rights and marketing opportunities in connection with the University’s Athletics Department, including the right to grant a license for the use of University trademarks, logos, and registered marks. These “Sponsorship Rights” specifically include the following:
FOOTBALL
Signage
• East/West Ribbonboard LED rotation at each home regular season football game
• IPTV rotation at each home regular season football game
• In-Game Videoboard Feature: Season Ticket Holder of the Game
Tickets
• Four (4) tickets to each home regular season football game
• Four (4) hospitality passes to each home regular season game
• Four (4) pre-game field passes to two (2) TBD home football games
• One (1) full-page full-color advertisement in the gameday program
VOLLEYBALL
Signage
• Tunnel LED rotation at each home regular season football game
• IPTV rotation at each home regular season volleyball match
Tickets
• Four (4) tickets to three (3) volleyball matches to be mutually agreed upon by Parties
BASKETBALL
Signage
• Centerhung LED rotation at each home regular season Men’s and Women’s basketball game
Tickets
• Four (4) tickets to each home regular season Men’s basketball game
BASEBALL
Tickets
• One (1) use of the Huskers Athletic Partners suite at one (1) game to be mutually agreed upon by Parties
MISCELLANEOUS
• 500,000 Impressions on Huskers.com and the Official Huskers App
• One (1) facility rental for a space inside of Memorial Stadium to be mutually agreed upon by Parties
• One (1) invitation to Student Athlete Career Fair when Nebraska Athletics hosts event
• One (1) invitation
As consideration for this arrangement and the aforementioned benefits, Retire SMART agreed to pay PSP sponsorship fees of $150,000 for 2025-26, $155,000 for 2026-27, and $160,000 for 2027-28.
Patriotic Productions - Bill Williams
Bill Williams is a current client of Retire SMART and was not compensated for any implied testimonial. However, Bill Williams is the founder of Patriotic Productions, a non-profit 501(c)3 organization, and as such he benefited from the charitable donations made by Retire SMART to Patriotic Productions for sponsorship rights to the Patriotic Parade and Purple Heart Float. Patriotic Productions was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1 due to the following arrangement: Effective April 17, 2025, Retire SMART, LLC, entered into an agreement with Patriotic Productions, wherein Retire SMART is the recipient of certain advertising sponsorship rights, including Retire SMART being branded as a “Gold Level Sponsor” with benefits of a logo placement on the Sponsor Banner in the Parade, a Banner noting Sponsorship of the Purple Heart float, as well as having Retire SMART employees Chip Maxwell & Mike Schudel as joint Parade Announcers. Furthermore, the Retire SMART logo will be on display at the “An Evening with Pat Boone & Anne Margret” event as well as on display at the Memorial Day Ceremony at Memorial Park. Retire SMART’s logo will also appear on social media advertising and posters or flyers regarding the parade and other events and in the official event program. As consideration for this arrangement and the aforementioned benefits, Retire SMART is donating $10,000 to Patriotic Productions.