SMART, SIMPLE & TRANSPARENT RETIREMENT PLANNING //

proven advice for
moments that matter.

SMART, SIMPLE & TRANSPARENT
RETIREMENT PLANNING //

proven advice
for the moments
that matter.

attend an event

find an advisor

Our team includes experienced and action-oriented advisors, CPAs, insurance specialists, attorneys, and other professionals, all ready to obsess over serving you.

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

Our team includes experienced and action-oriented advisors, CPAs, insurance specialists, attorneys, and other professionals, all ready to obsess over serving you.

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
& employee benefits

IRA / 401k Exit Strategies

Life / Health / Disability Insurance

Medicare Supplements / LTC

Executive Compensation Plans

Get Answers – Text, Phone & Email

We appreciate your interest in our [ lorem ipsum ].

A valid email address is required to view this portion of our site.

xxx

by selecting 'submit', you agree to
retire smarter's terms of use.

Whether you attend in person or join us online, our flagship events helps investing professionals recognize lessons from the past, understand what’s happening now, and peek around the corner at what’s next — The conference brings together some of the financial industry’s top minds. And our Retire Smarter experts will be on hand to answer all of your questions; We're confident we'll make great use of your time.

you're invited.

The Retire Smarter Investment Conference is built around cutting-edge research, insights that bubble up key concerns, and analysis that spots trends and patterns to help you see the big picture — And now’s the perfect time to put it all to work. It’s time to take stock of your goals, realize new opportunities, and build the future — We do all that.

JUNE // 2022

7^th/9^th

smart women in retirement

June 7 & 9 @ 7pm | Maumee, OH

21^st/23^rd

new reality in retirement

June 21 & 23 @ 7pm | Maumee, OH

you're invited.

JUNE // 2022

7^th/9^th

smart women in retirement

June 7 & 9 @ 7pm | Maumee, OH

21^st/23^rd

new reality in retirement

June 21 & 23 @ 7pm | Maumee, OH

Reserve Your Seats

Can't make it to one of our live events? We invite you in to meet the team — it's an introduction to our firm and our unique approach to retirement for investors like you.

Can't make it to one of our live events?
We invite you in to meet the team — It's an introduction to our firm and our unique approach to retirement for people like you.

explore specialized advice.

ideas to discuss.

so what do I do with my money?

Now, more than ever, you need to look far and wide for income that delivers returns that beat inflation — But even the best opportunities may lie beyond.

income planning.

is your fixed income in need of a quick fix?

These are challenging times for fixed income – and investors are feeling it. Yields are low and show no signs of rising. And fees and taxes can deplete what little earnings are left.

insights for businesses.

business owners: complex planning.

Explore advice that can recognize the unique challenges you face.

executives.

executives: compensation.

Executive compensation can present significant wealth accumulation, but comes with unique challenges.

2022

explore specialized advice.

individuals.

Major life changes can be among our most demanding experiences — Prepare for your next chapter with expert advice.

multi-generational families.

Navigate generational divides to build a plan for future generations by understanding the challenges.

insights for businesses.

business owners: complex planning.

Explore advice that can recognize the unique challenges you face.

executives.

executives: compensation.

Executive compensation can present significant wealth accumulation, but comes with unique challenges.

we hope to meet you soon – we'll be in touch.

Full Name

Zip

Phone

Select an event near you.

Which category best describes your Interests / Concerns?

Estimated Amount of Investible Retirement Assets

Currently work with a Financial Advisor?

How did you hear about us?

it's hard to know where to go when returns are low, risks are high, and 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 team.

Full Name

Zip

Phone

Select an event near you.

Best describes your Interests / Concerns

Estimate Amount of Investible Assets

Currently work with a Financial Advisor?

How did you hear about us?

MARK RECNY JR
PRINCIPAL ADVISOR & FOUNDER

"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."

meet the author.

smart sheets.

JANUARY // 2022

lorem ipsum

lorem ipsum dolor sit amet.

APRIL // 2022

lorem ipsum

lorem ipsum dolor sit amet.

Retire Smarter Event Policy
Investment Conference Privacy Statement
Conference Attendee Health & Safety

about us

join our team

Let's connect.

Looking to invest $1 million or more? Retire Smarter’s Concierge team is here to help you reach your financial goals.

We're uniquely positioned to serve you.

First Name

Last Name

Phone

Postal Code

Best describe your Interests / Concerns.

Estimated Amount of Investible Retirement Assets.

How did you hear about us?

by selecting 'connect', you agree to
retire smarter's terms of use.

First Name

Last Name

Phone

Postal Code

Best describe your Interests / Concerns.

Estimated Amount of Investible Retirement Assets.

How did you hear about us?

by selecting 'connect', you agree to
retire smarter's terms of use.

Home

Retire Smarter, its affiliates, and financial advisors do not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Our website is intended to report solely on retirement strategies and opportunities identified by Retire Smarter, and as such the views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest. Opinions, where and when expressed, are subject to change without notice.

Home

SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

FORGOT YOUR DETAILS?

CREATE ACCOUNT

CONTACT US.

To help put you in touch with the right advisory or team, please answer the following questions.

are you an existing client?

PRODUCTS & SOLUTIONS

Client Services

Discover a smarter approach to holistic financial planning

Individuals & Families

Businesses & Executives

Advanced Planning

Retire Smarter

News & Insights

Money Masterclass

Literature & Forms

Exploring Independence

Financial Professionals

We are looking for high quality, client-focused, independent advisors to join our team

SMART, SIMPLE & TRANSPARENT RETIREMENT PLANNING //

proven advice formoments that matter.

SMART, SIMPLE & TRANSPARENTRETIREMENT PLANNING //

proven advice for the momentsthat matter.

Our team includes experienced and action-oriented advisors, CPAs, insurance specialists, attorneys, and other professionals, all ready to obsess over serving you.

PRIVATE CLIENT GROUP //

CONCIERGE CLIENTS //

BUSINESS OWNERS //

Our team includes experienced and action-oriented advisors, CPAs, insurance specialists, attorneys, and other professionals, all ready to obsess over serving you.

PRIVATE CLIENT GROUP //

CONCIERGE CLIENTS //

BUSINESS OWNERS //

you're invited.

JUNE // 2022

you're invited.

JUNE // 2022

Can't make it to one of our live events? We invite you in to meet the team — it's an introduction to our firm and our unique approach to retirement for investors like you.

Can't make it to one of our live events?We invite you in to meet the team — It's an introduction to our firm and our unique approach to retirement for people like you.

so what do I do with my money?

is your fixed income in need of a quick fix?

business owners: complex planning.

executives: compensation.

2022

individuals.

multi-generational families.

business owners: complex planning.

executives: compensation.

we hope to meet you soon – we'll be in touch.

it's hard to know where to go when returns are low, risks are high, and 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 team.

JANUARY // 2022

APRIL // 2022

Let's connect.

Looking to invest $1 million or more? Retire Smarter’s Concierge team is here to help you reach your financial goals.

We're uniquely positioned to serve you.

retire smarter

corporate access

financial solutions

advice options

learning

resources

for advisors

retire smarter

corporate access

financial solutions

learning

resources

for advisors

proven advice for
moments that matter.

SMART, SIMPLE & TRANSPARENT
RETIREMENT PLANNING //

proven advice
for the moments
that matter.

Can't make it to one of our live events?
We invite you in to meet the team — It's an introduction to our firm and our unique approach to retirement for people like you.