retirement roadmap® 
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
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Retirement Planning
We invite you in to meet the dedicated team that's answering the need for protection in retirement, all across America.
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PRIVATE CLIENT GROUP //
retirement roadmap
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Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidates IRA & 401k Accounts
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CONCIERGE CLIENTS //
estate considerations
& trusts stewardship 
Estate Planning Concierge
Risk Exposure Review of Assets / Trusts
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
BUSINESS OWNERS //
business owners
& group benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate Old IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship 
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
Discover a smarter approach to holistic financial planning
PRIVATE CLIENT GROUP //
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate IRA & 401k Accounts
Customize Your Goals & Accounts
CONCIERGE CLIENTS //
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated • Professional Team
BUSINESS OWNERS //
business owners
& group employee benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
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You're invited!Join us at one of our upcoming Retirement RoadMap® work-shops; We're confident we'll make great use of your time.
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
22nd/27th
Smart Women® in Retirement
October 22 & 27 @ 7:00pm | LaGrange, GA
NOVEMBER // 2020
3rd/5th
Retirement RoadMap®
November 3 & 5 @ 7:00pm | LaGrange, GA
12th/17th
Smart Women® in Retirement
November 12 & 17 @ 7:00pm | LaGrange, GA
You're invited! — Join us at one of our upcoming Retirement RoadMap® work-shops — We're confident we'll make great use of your time.
OCTOBER // 2020
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
22nd/27th
Smart Women® in Retirement
October 22 & 27 @ 7:00pm | LaGrange, GA
NOVEMBER // 2020
3rd/5th
Retirement RoadMap®
November 3 & 5 @ 7:00pm | LaGrange, GA
12th/17th
Smart Women® in Retirement
November 12 & 17 @ 7:00pm | LaGrange, GA
CASE STUDIES
GROWTH & INCOME
impact of losses
hidden impact of losses & what it takes to recover.
COST OF WAITING
pick a color
performance you want & protection you need.
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MARKET TRENDS
the truth about commission-free
it's not what you think...
ANNUAL REVIEW
risks exposure
designed to foster growth for your estate — and your retirement goals.
it's hard to know where to invest when returns are low, risks are high, & the old rules don't seem to apply.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
it's hard to know where to invest when returns are low, risks are high, & the old rules don't seem to apply.
Don't see a date or location that works for you? — We invite you in to meet the dedicated team that's answering the need for protection in retirement.
MARK D RECNY JR
Principal Advisor
Principal Advisor
"On protection from market losses — if you’re not moving in this particular direction, you’re either at the table or on the menu... Nearly 80% of all money managers fail to outperform their benchmarks; producing less than desirable returns — We do what most money managers are unwilling to do... stop the losses, and deliver growth and income now."
SMART INSIGHTS
MAY // 2020
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JUNE // 2020
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JULY // 2020
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dont take risks...
you can't afford to take.
you can't afford to take.
dont take risks...
you can't afford to take.
you can't afford to take.
dont take risks you can't afford to take.
We value the trust placed in us by families and business owners across the country — Join in the conversation, and we'll be in touch!
Join in the conversation,— We'll be in touch!
simple &
transparent.
transparent.
© 2020 Retire Smarter, Inc. All Rights Reserved.
Opinions expressed here are subject to change without notice. This commentary is for informational purposes only. The information, data, and analyses presented herein do not constitute investment advice, are provided solely for informational purposes and therefore are not an offer to buy or sell any investment. Retire Smarter has not considered any individual’s circumstances in preparing this information. Before making any investment decision, please consider consulting a financial or tax professional regarding your unique situation.
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