retirement roadmap® 
smart women® in retirement
farm, estate
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individuals & families
estate considerations
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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
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IRA / 401k Exit Strategies
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Medicare Supplements / LTC
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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.
JANUARY // 2021
12th/14th
Retirement RoadMap®
January 12 & 14 @ 7:00pm | LaGrange, GA
26th/28th
Smart Women® in Retirement
January 26 & 28 @ 7:00pm | LaGrange, GA
FEBRUARY // 2021
9th/11th
Retirement RoadMap®
February 9 & 11 @ 7:00pm | LaGrange, GA
23rd/25th
Smart Women® in Retirement
February 23 & 25 @ 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.
JANUARY // 2021
12th/14th
Retirement RoadMap®
January 12 & 14 @ 7:00pm | LaGrange, GA
26th/28th
Smart Women® in Retirement
January 26 & 28 @ 7:00pm | LaGrange, GA
FEBRUARY // 2021
9th/11th
Retirement RoadMap®
February 9 & 11 @ 7:00pm | LaGrange, GA
23rd/25th
Smart Women® in Retirement
February 23 & 25 @ 7:00pm | LaGrange, GA
CASE STUDIES
GROWTH & INCOME
impact of losses
discover the hidden impact of losses and what it takes to recover from it.
COST OF WAITING
pick a color
it's the performance you want and the protection you're going to need.
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MARKET TRENDS
the truth about commission-free
learn the truth about commission-free trading... hint: it's not what you think.
ANNUAL REVIEW
risks exposure
designed to foster growth for your estate — and your retirement goals.
1st
the truth about commission-free.
UPDATED RESEARCH // 
VIEW PDF
1.
risks exposure review of assets
CONCIERGE CLIENT GROUP //
VIEW PROGRAM
ANNUAL REVIEW
risks exposure review of assets
This review is designed to expose areas of potential loss, foster growth for your estate — and 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.
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 RECNY JRPRINCIPAL ADVISOR & FOUNDERSTRATEGIC INIATIVES
"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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