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Why Retire Smarter

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We think much differently about managing risk to better protect you and your business with first class group insurance options and employer services.

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& succession planning

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& trusts stewardship

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— working with Retire Smarter...

We think much differently about managing risk to better protect you and your business with first class group insurance options and employer services.

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CASE STUDIES

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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 • all across America.

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OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.

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.

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.

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OUR EVENTS START AT • 7PM • PROMPTLY.
WE ENCOURAGE YOU TO ARRIVE EARLY FOR PRIORITY SEATING.

MARK D RECNY JR
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 COMMENTARY & INSIGHTS

MAY // 2020

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JULY // 2020

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smart, simple
& transparent.

smart, simple
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smart, simple
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We value the trust placed in us by families and business owners across the country — Join the conversation, and we'll be in touch!

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

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Why Retire Smarter

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.

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Why Retire Smarter

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.

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