SmartWealth Workshops

BECAUSE WE'RE THE BEST AT WHAT WE DO

Workshop Topics

SOCIAL SECURITY

Get answers to your questions and learn proven strategies to maximize your Social Security benefits.

TAX PLANNING

Explore simple strategies that can help you avoid paying excessive taxes on your Social Security and retirement income.

RETIREMENT PLANNING

Do I have enough to retire? Retirement can be worry free. Learn different retirement options and strategies available.

Frequently Asked Questions

WHO WE ARE!

We Organize free community workshops with the objective of creating platforms where people can learn about important topics such as Social Security, Taxes, and Retirement Strategies.

OUR INSTRUCTORS!

All Instructors are well educated over the financial topics covered in our workshops. They each hold the professional licenses, degrees, and designations relevant to the topics covered. They have a love for helping people, teaching and serving their communities.

NO SELLING!

ABSOLUTELY NO SELLING! Our workshops are for informational and educational purposes only. Our instructors are only there to educate and inform you about the topics covered.