Smart Money Financial Advisors
On-demand
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Saturday, July 17, 2021 · 9:00 AM EDTThis course will help you understand how to organize your retirement savings into separate categories (called Buckets) so you can position them for the things you'll need in retirement: like income, liquidity, withdrawals, safety and growth.
Hav... -
Saturday, July 10, 2021 · 9:00 AM EDTRetirement income isn't just about Social Security.
Most people will need additional income to meet all of their living expenses, and this income will likely come from their retirement savings.
Making sure you'll be able to rely on your savings... -
Sunday, May 16, 2021 · 9:30 AM EDTRetirement income isn't just about Social Security.
Most people will need additional income to meet all of their living expenses, and this income will likely come from their retirement savings.
Making sure you'll be able to rely on your savings... -
Saturday, May 8, 2021 · 9:30 AM EDTFor many people, taxes will be their biggest expense in retirement.
Many are predicting that taxes will go up significantly in the coming years.
Proactive tax planning is a relatively new technique that involves projecting what your taxes are l... -
Saturday, May 1, 2021 · 9:30 AM EDTA class for those considering an annuity as part of their overall plan. Learn the WHY, HOW and WHAT of annuities. The 4 main purposes for annuities in retirement, the why and how they're used, as well as real-life examples. -
Saturday, April 24, 2021 · 9:30 AM EDTRetirement income isn't just about Social Security.
Most people will need additional income to meet all of their living expenses, and this income will likely come from their retirement savings.
Making sure you'll be able to rely on your savings... -
Tuesday, April 20, 2021 · 7:00 PM EDTA class for existing annuity owners.
Is Your Annuity Aligned To Be Able To Help You Accomplish Your Goals?
For many people, their annuity is a mystery.
Most annuity owners don't fully understand how their annuity works or how to go about usin... -
Saturday, April 17, 2021 · 9:30 AM EDTA class for existing annuity owners.
Is Your Annuity Aligned To Be Able To Help You Accomplish Your Goals?
For many people, their annuity is a mystery.
Most annuity owners don't fully understand how their annuity works or how to go about usin... -
Monday, April 12, 2021 · 7:00 PM EDTFor many people, taxes will be their biggest expense in retirement.
Many are predicting that taxes will go up significantly in the coming years.
Proactive tax planning is a relatively new technique that involves projecting what your taxes are l... -
Saturday, April 10, 2021 · 9:30 AM EDTFor many people, taxes will be their biggest expense in retirement.
Many are predicting that taxes will go up significantly in the coming years.
Proactive tax planning is a relatively new technique that involves projecting what your taxes are l... -
Monday, April 5, 2021 · 7:00 PM EDTThis course will help you understand how to organize your retirement savings into separate categories (called Buckets) so you can position them for the things you'll need in retirement: like income, liquidity, withdrawals, safety and growth.
Hav... -
Saturday, April 3, 2021 · 9:30 AM EDTThis course will help you understand how to organize your retirement savings into separate categories (called Buckets) so you can position them for the things you'll need in retirement: like income, liquidity, withdrawals, safety and growth.
Hav...
Past
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Saturday, May 1, 2021 · 9:30 AM EDTA class for those considering an annuity as part of their overall plan. Learn the WHY, HOW and WHAT of annuities. The 4 main purposes for annuities in retirement, the why and how they're used, as well as real-life examples.
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Tuesday, April 27, 2021 · 4:30 PM EDTA class for those considering an annuity to enhance their financial options and overall retirement.
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Saturday, April 17, 2021 · 9:30 AM EDTA class for existing annuity owners.
Is Your Annuity Aligned To Be Able To Help You Accomplish Your Goals?
For many people, their annuity is a mystery.
Most annuity owners don't fully understand how their annuity works or how to go about usin... -
Saturday, April 10, 2021 · 9:30 AM EDTFor many people, taxes will be their biggest expense in retirement.
Many are predicting that taxes will go up significantly in the coming years.
Proactive tax planning is a relatively new technique that involves projecting what your taxes are l... -
Saturday, April 3, 2021 · 9:30 AM EDTThis course will help you understand how to organize your retirement savings into separate categories (called Buckets) so you can position them for the things you'll need in retirement: like income, liquidity, withdrawals, safety and growth.
Hav... -
Sunday, March 28, 2021 · 9:30 AM EDTRetirement income isn't just about Social Security.
Most people will need additional income to meet all of their living expenses, and this income will likely come from their retirement savings.
Making sure you'll be able to rely on your savings...
