attend an event
attend an event
retirement roadmap®
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
business owners
& group employee benefits
retirement roadmap®
smart women® in retirement
farm, estate
& succession planning
individuals & families
estate considerations
& trusts stewardship
business owners
& group employee benefits
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
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidates IRA & 401k Accounts
Customize Your Goals & Accounts
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
& group benefits
IRA / 401k Exit Strategies
Life / Health / Disability Insurance
Medicare Supplements / LTC
Executive Compensation Plans
Get Answers via Text, Phone & Email
retirement roadmap
& risk exposure review
Risk Exposure Review
Comprehensive Income Analysis
Access to Retirement RoadMap®
Consolidate Old IRA & 401k Accounts
Customize Your Goals & Accounts
estate considerations
& trusts stewardship
Estate Planning Concierge
Risk Exposure Review of Assets
Comprehensive Income Analysis
Farm & Succession Planning
Dedicated Professionals / Legal Team
15th/17th
Open House — Home Office
September 15 & 17 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
September 22 & 24 @ 7:00pm | Newnan, GA
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
20th/22nd
Smart Women® in Retirement
October 20 & 22 @ 7:00pm | LaGrange, GA
15th/17th
Open House — Home Office
September 15 & 17 @ 7:00pm | LaGrange, GA
22nd/24th
Smart Women® in Retirement
September 22 & 24 @ 7:00pm | Newnan, GA
6th/8th
Retirement RoadMap®
October 6 & 8 @ 7:00pm | LaGrange, GA
20th/22nd
Smart Women® in Retirement
October 20 & 22 @ 7:00pm | LaGrange, GA
smart women®
longer life expectancies than men, building large nest eggs for retirement is critical...
wealth transfers
the greatest wealth transfer is happening now; how do I plan for what happens next?
retirement accounts
I have several 401k's, all from former employers; can I combine them into one?
selling a business
I just sold my business; I started from zero... how do I protect my money now?
company stock
what's the math & science behind selling my company stock to max my income?
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 • for women all across America.
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.
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.
"I founded Retire Smarter to adress the need for protection in retirement — But after hundreds of one-on-one interviews with families across America, I learned “gender-neutral” money solutions weren’t serving women; and I knew it was time to do better for them — Now we're sharing everything we learned along the way."
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© 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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